Steps to configure
Please follow the steps outlined below to configure these settings:
1. Navigate to Connections, Accounting, then Sync Settings.
2. Next, proceed to the Orders tab to set up the Posting Rule.
3. In the "Select the transaction type for posting order" section, select the radio check box to enable the option and select “3rd party apps” from the dropdown menu.
4. Here, you can establish various rules for order posting depending on third-party apps, allowing you to record orders as estimates, invoices, sales orders, or sales receipts.
In the "When Store Is" dropdown, choose the 3rd party apps, and in the "Use the transaction type" dropdown, select how the order should be recorded in QuickBooks.
5. Select the setup option for each rule to specify the details of each transaction type.
Important: the new field is only available if your Sales Channel provides these data along with the orders downloaded after the 9.8.4 release. If you want to see the field values from your previous orders created before Nov 6, 2024 in the table, please go to Connections and set your Download Orders Start Date to include those previous orders.
6. Configure the other settings of Posting Rules, Transaction Settings, and Optional Settings. Once configured, click "Save & Continue" at the bottom to proceed to the Product setup.
Follow the steps in this helpful article on Recommended Transactional Settings for Webgility Online.