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Aligning WooCommerce Payment Fees with Shopify and Boosting Webgility Desktop Performance

This article helps Webgility Desktop users in replicating WooCommerce-style payment processing fees in Shopify for accurate syncing to QuickBooks Desktop through Webgility Desktop. It also outlines steps to enhance Webgility Desktop’s performance by cleaning and optimizing its database using the built-in DBUtility tool.

Overview

If you’ve recently moved from WooCommerce to Shopify, or you're using both, it’s important to ensure that your payment processing fees are handled consistently across platforms. This guide helps you replicate WooCommerce’s fee structure in Shopify and improve Webgility Desktop’s performance by maintaining a clean, optimized database.

1. Set Up Payment Fees in Shopify to Match WooCommerce

Step 1: Review WooCommerce Fees

  • Go to WooCommerce > Settings > Payments.

  • Note the type of fees used (fixed, percentage-based, conditions, etc.).

Step 2: Configure Similar Fees in Shopify

  • Log into your Shopify admin.

  • Navigate to Settings > Taxes and Duties, or install a plugin for added fee customization.

  • Match the logic used in WooCommerce (e.g., apply a % fee to certain payment methods).

Tip: If Shopify’s native settings don’t allow complex fee rules, consider using Shopify Plus Scripts or third-party apps.

Step 3: Test the Setup

  • Place a test order in Shopify using the relevant payment method.

  • Sync the order to QuickBooks via Webgility Desktop.

  • Check if the fees are correctly reflected in QuickBooks.

2. Optimize Webgility Desktop’s Database for Better Performance

If you're experiencing slow syncing or app lag, it could be due to database clutter. Here's how to clean it up:

Step 1: Watch for Performance Issues

  • Look for delayed order syncs, timeouts, or general slowness.

  • Note if issues happen during bulk imports or high-traffic periods.

Step 2: Use DBUtility to Clean Up

  • Open Webgility Desktop and launch the DBUtility tool.

  • Identify old data (orders, logs, transactions) that are no longer needed.

  • Always back up your data before deletion.

  • Clean up outdated records and schedule regular maintenance based on your order volume.

Step 3: Tune Up the Database

  • After cleaning or compacting the database.

  • Monitor system responsiveness and adjust your cleanup routine as needed.

3. Final Checks

  • Ensure that payment fees are syncing properly from Shopify to QuickBooks.

  • Confirm that Webgility Desktop is running faster after the cleanup.

  • You’re all set!

Keeping payment setups consistent and your Webgility environment optimized will ensure smoother order processing and better overall performance.