Product Setup & Overview

 

Product Settings is where you determine the matching criteria between your sales channel and QuickBooks Online. This is done by linking the Product SKU from the sales channel to the QuickBooks Online item name. (You may also match SKU# to SKU#)

 

 

This screen also dictates how Webgility Online will behave when a product does not match automatically with an item in QuickBooks Online. This is highlighted in Red in the image below. The recommended selection is to Map the product to what it should be in QBO. This will prompt you to map it accordingly when the order is posted.

Steps:

Go to Sync Settings > Products

• Select which field should be used to identify and match Products from your Sales Channel and QuickBooks: You can match the SKU# of the Sales Channel with the QuickBooks Online Product Name (You may also match SKU to SKU).

• The second condition is” If a matching product is not found, then”, you have four options here:

Select which field should be used to identify and match Products from your Sales Channel and QuickBooks: You can match the SKU# of the Sales Channel with the QuickBooks Online Product Name (You may also match SKU to SKU).

The second condition is” If a matching product is not found, then”, you have four options here:

1. Create a New Item in QuickBooks

2. Flag the order with an error

3. Use standard items instead

4. Give an option to Map it manually

 

1. Create new QuickBooks items as this type

2. Set the inventory start date as

3. Manually specify Inventory Start Date

4. Use this Inventory Asset account

5. Use this Income account

6. Use this Expense account

7. Set the Sales Description of the Item as

8. Set the new Item to be Taxable

9. Set the Item Quantity as

10. Use secondary item matching criteria if the primary is found blank on your sales channel

11. Update inactive Items and make them Active when posting Orders

 

• Create a New Item in QuickBooks (Non-Inventory): This option will allow you to create the item (non-inventory type) if not found while posting the orders into QuickBooks, it will also ask you to configure additional settings as well that are required to create an item.

 

1. Use this Income account

2. Set the Sales Description of the Item as

3. Set the new Item to be Taxable

4. Use secondary item matching criteria if the primary is found blank on your sales channel

5. Update inactive Items and make them Active when posting Orders

    

 

• Flag the order with an error: If this option is selected then while posting an order if an item on the order is not found in QuickBooks Online then WO will mark that order as an error and move it to the Errors tab.

   

 

• Use a standard item instead: Once this is enabled it will ask you to configure an item from QuickBooks, once done then while posting orders if an item is not found then WO will use this standard item instead.

 

• Given the option to Map it manually: This option gives you a prompt to perform mapping of the item if not found in QuickBooks while posting the order. This option helps you to configure the item mapping simultaneously with order posting.

 

 

There is another section by the name “Create New Product” at the very bottom, this configuration is used when the user of Webgility Online directly wants to create missing items (Inventory/Non-Inventory) into QuickBooks from the Products page instead and does not want to wait for any order posting.

• Inventory

1. Income account

2. Inventory asset account

3. Expense account

4. Set inventory start date as

5. Override available date information from the Sales Channel

6. Set sales description as

7. Set purchase description as

8. Taxable

9. Set item quantity as

 

• Non-Inventory

1. Income account

2. Expense account

3. Set sales description as

4. Set purchase description as

5. Taxable