How can Webgility Online help me efficiently manage QuickBooks for orders from various payment sources?
Webgility Online lets you post orders based on payment methods, allowing you to choose a dedicated deposit account, transaction class, and payment method for each. This helps you simplify the reconciliation process in QuickBooks Online for orders with different payment methods. Please refer to help article Sync Different Transaction Types in Webgility Online
How can I manage my wholesale or term orders using Webgility Online?
If your store manages wholesale or term orders, Webgility Online can assist you in posting them as unpaid (Open) invoices in QuickBooks. In Webgility, you can choose to post orders differently based on payment methods and configure manual or term payment orders as open Invoice. Please refer to help article Post Orders on the Basis of Payment Status in Webgility Online
Can Webgility post consolidated transactions for high-order-volume stores?
Yes, for high-order-volume stores, Webgility Online allows you to post daily consolidated order syncs. This feature groups all orders from a single day into one transaction in your accounting solution, such as an invoice, sales receipt, or credit memo (for refunds) . If preferred, you can still post individual orders to QuickBooks, and Webgility Online handles both options seamlessly.
Note: Consolidation is fully automated; manual selection of orders for consolidation is not supported. For more details, please refer to the help article Overview of Consolidated Sync in Webgility Online
Can Webgility Online help me manage sales journals in QuickBooks?
Yes, Webgility Online allows you to post store sales data as Journal entries in QuickBooks Online. This method is ideal if you prefer not to manage detailed order information, such as customer and product inventory, in QuickBooks. For more details, please refer to the help article on Summary Posting vs Transaction Posting in Webgility Online
Does Webgility Online record coupon discounts and store credit for Magento orders?
Yes, Webgility Online records subtotal level information, such as coupons, coupon discounts, and store credit as separate line items.
I have multiple online sales channels. How can Webgility help me manage my Magento store separately from other stores and generate classified reports for its sales in QuickBooks?
Webgility Online creates a separate profile for each sales channel you integrate. This lets you choose specific deposit accounts, payment methods, and transaction classes for your Magento store in QuickBooks.
If you don’t need to manage individual customer data in QuickBooks, you can post all orders under a single Magento store customer to keep all sales transactions organized in one place.
This practice helps streamline the reconciliation process and keeps reports organized in QuickBooks.
Can Webgility Online create missing items in QuickBooks for my Sales Channel?
Yes, Webgility Online offers multiple ways to create missing items:
Webgility can create missing items while posting online orders to QuickBooks Online.
The Product Catalog feature allows bulk or individual item creation. Create Products in QuickBooks Using Webgility Online
How often can Webgility Online sync Magento orders with QuickBooks?
You can set the synchronization frequency as often as every 15 minutes or as infrequently as once per day. Learn more about Webgility automation with this link Automation
Does Webgility Online record payment processor fees for Magento?
Yes, Webgility Online supports payment processors like PayPal Payments, Magento Payments, Square Payments, and Stripe Payments to record payment processor fees on the transaction level. Sync Payment and Shipping Fees in Webgility Online
How does the Shipping feature work with Webgility Online?
Webgility Online integrates with Shipstation and Shipping Easy to record shipping costs as separate expenses on the transaction level. How to record Shipping Fees
How is Sales Tax information of Magento orders recorded in QuickBooks Online using Webgility Online?
Webgility Online records sales tax information based on the Tax Jurisdiction enabled inside the QuickBooks Online tax setup or as a separate line item.
Does the integration offer reporting or analytics features for my Magento sales channel?
Yes, certainly! Our integration provides comprehensive reporting and analytics features tailored for your Magento sales channel, including the advanced tool, Webgility Analytics, which empowers you with accurate forecasting and facilitates informed decision-making.
Can Webgility Online assist me in mapping the appropriate sales tax codes for various states, given that I track tax separately for multiple locations?
Yes, Webgility Online enables you to map QuickBooks sales tax codes according to your preferences for different states. Please refer to this hep article Set up Sales Tax in Webgility Online for QuickBooks Online
Can you disable QuickBooks Online from recording sales tax information while posting Magento orders?
Yes, users can disable the recording of sales tax from the sales channel in QuickBooks through detailed accounting settings. Under Tax Settings, there is an option to disable tax posting.
How can I ensure my customer's data is secure when using the integration?
In adherence to industry-level best practices, Webgility values your business's privacy. Consequently, we provide options, such as the Personally Identifiable Information (PII) feature, allowing you to remove your customer's data from our database completely.Manage PII in Webgility Online.