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

Introducing Company Matching for Shopify B2B Orders in Webgility Online

This article helps Webgility Online users set up and use advanced customer matching for Shopify B2B orders in Webgility Online, enabling accurate mapping of Shopify company profiles to customers in QuickBooks Online. It explains how to configure company-level mapping so B2B orders from different locations are properly associated with the correct customers, improving reporting accuracy and simplifying customer management in QuickBooks Online.

 

Key Benefits

  • Improved Order Management – Shopify B2B orders are now matched with the correct customers in QuickBooks Online.

  • Better Financial Tracking – Distinguish between B2B and regular transactions for accurate reporting.

Setting Up the Feature

Note: Please enable the "Company" column by going to Sales and then Orders.

 

Follow these steps to get started:

  • In Webgility Online, navigate to Sync Settings, then go to Customers, scroll down and look for "Enable different customer mapping for B2B orders?"

  • Enable the Feature by toggling the switch

  • Set Matching Criteria

    • Company to match with Customer Name

      OR

    • Company, Location to match with Customer Name

  • Save to apply changes.

 

How It Works

As per the current implementation, this customer matching process for B2B will yield one of two outcomes: the customer will either be matched in QuickBooks Online or not matched at all. If a match is found, the order will be posted. However, if the customer cannot be located, Webgility Online will flag the order as an error.

 

Note: This feature works only with Shopify B2B sales channels.