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

Syncing PO Numbers of your Shopify Orders using Webgility Desktop

This article helps Webgility Desktop users sync Purchase Order (PO) numbers from Shopify B2B orders to QuickBooks Desktop. It explains how to automatically carry over PO details entered by customers in Shopify, ensuring consistent and accurate tracking, invoicing, and reporting in your accounting system.

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

 

Key Benefits

  • Maintain PO number consistency across Shopify and QuickBooks Desktop.

  • Ensure accurate posting of PO number for all new Shopify B2B orders.

 

Setting up the feature:

1). In Webgility Desktop, navigate to Connections in the menu options, then goto Accounting/POS/ERP and click on Sync Settings.

2). Enable Store PO Number

  • Under Orders, go to the Transaction Settings tab and look for Additional Settings, expand it by clicking on the chevron button.

  • Select “Sales Channel PO Number” for Record PO Number in QuickBooks Desktop transaction from

  • Click on Save and Continue.


3). Verify PO# in QuickBooks Desktop

  • Once your order is posted to QuickBooks Desktop, you’ll see the Purchase Order # listed in the QuickBooks Invoice.