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Sync the PO number of your B2B orders using Webgility Online

This article helps Webgility Online users sync Purchase Order (PO) numbers from Shopify B2B orders into QuickBooks Online. It provides step-by-step instructions to enable this functionality, allowing PO numbers to be stored in a custom field for improved order tracking, reporting, and communication between Shopify and QuickBooks Online.

Overview

Webgility Online allows you to sync the Purchase Order (PO) numbers of your B2B sales channel orders directly into QuickBooks Online when posting orders.  

Note: This option is available for invoice-type transactions, specifically for Shopify B2B orders.


 Key Features:

  • PO# Column: A new PO# column has been added to the Order Tab, where you can verify the Purchase Order number of your B2B orders separately.

  • Sync PO Numbers: The PO number will be synced to the Custom field in QuickBooks Online when you post your orders, ensuring accurate tracking and record-keeping.


How to Configure PO Sync in Webgility Online:

1). Navigate to Sync Settings: Go to the Sync Settings and select the Orders option.



2). Enable Store PO Numbers:

  • Scroll down to the Advanced Settings section.

  • Enable the toggle for "Record Purchase Order (PO) Number in QuickBooks."

  • Once enabled, use the drop-down menu to select the custom field in QuickBooks Online where you want the PO number to be recorded.



3). Verify PO# in QuickBooks Online:

Once your order is posted to QuickBooks Online, you’ll see the Purchase Order # listed in the QuickBooks Online transaction.


Enabling PO# Field in QuickBooks Online:

To ensure the PO# field appears in QuickBooks Online, follow these steps:

  1. Click the Settings icon at the top right corner of QuickBooks Online.

  2. Select Custom Fields.

  3. Click Add Field.

  4. Enter a name for the field (e.g., "Purchase Order #").

  5. Check the boxes for All Sales Form and Purchase Order.

  6. Save the settings.