Skip to content
  • There are no suggestions because the search field is empty.

How to Post Transactions Based on Order Types in Webgility Desktop

This article guides Webgility Desktop users on how to configure Webgility Desktop to post transactions based on order types such as DTC, POS, B2B, or B2C. It is intended for users integrating platforms like Shopify who need to map different order types to specific QuickBooks configurations for improved financial reporting and inventory management. 

Overview:

This article guides you on setting up order posting based on Order Type in Webgility Desktop. Webgility Desktop users can post Shopify orders according to their Order Type or say Order Type. To do this, users must set up the appropriate posting rules based on their order type. 

Note: The ability to define posting rules by order type is available for sales channels that support this data and is accessible starting from the 9.8.4 release.

 

Posting orders based on order types such as DTC (Direct-to-Consumer) and POS (Point of Sale) or B2B, B2C is important for ensuring accurate financial reporting, streamlining operations, managing inventory effectively, and tracking the accounting system.

 

Follow the steps outlined below to configure these settings.

Steps to configure the Sync Settings:

01. Go to the Connections section, select Accounting/POS/ERP, and then click Sync Settings.

 

02. Next, in the Orders, under Posting Rules, go to Post different based on.

03. Select the Order Type from the drop-down menu and choose the desired Order Type (DTC, POS, etc.) to post orders into QuickBooks using this selected Order Type. Click Setup.

 

04. Under Setup, you can define the template, terms, sales rep, transaction class, and chart of accounts from QuickBooks.

 

05. Click on the + icon to add other Order Types, if needed, and set up rules for it.

06. After all of the Order Types and their Setup rules are defined, it is mandatory to set up a rule for Anything else. Then click Save & Continue to finish.