Overview:
After posting an order to QuickBooks, update the Sales Channel Order with the corresponding Accounting Transaction #.
Step 1: Update Order Settings
Navigate to Connections > Sales Channels > Preferences in Webgility Online.
Enable the option "Update the online order with Transaction # after posting an Order to accounting software" and Save the settings.
Step 2: Post Order to QuickBooks Online
Navigate to the Sales > Orders tab and post an order to your QuickBooks Online.
Step 3: Check Transaction ID in QuickBooks
Verify the transaction ID in your QuickBooks Online for the posted order.
Step 4: Verify Transaction ID in Shopify
Visit your Shopify account and locate the same order you posted to QuickBooks Online. Scroll down to the notes section, where you'll find the Transaction ID generated by QuickBooks Online.
By following these steps, you ensure that the Transaction ID is seamlessly updated and visible across your Shopify Sales Channel for accurate tracking and management.