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How to Sync Inventory with Webgility Online using Automation

This article explains how to set up automated inventory synchronization in Webgility Online to maintain accurate stock levels, pricing, and cost between sales channels (such as Shopify or Amazon) and QuickBooks Online. By automating inventory sync in either direction, users can prevent overselling, reduce manual errors, and ensure product data stays consistent across platforms.

Steps:
 

1). To begin, navigate to Automation.

2). In the Scheduler Rules tab, go to Products.

3). Choose how you would like to keep your products in sync by making the selections shown in the following image. Click Save when you are done.

Some things to consider when making your selections:

  • You can now configure the sync direction to flow either from the Sales Channel to QuickBooks Online or the other way around.

  • You can choose whether you want to sync inventory, price, cost, or all of them for the products. To do this, you'll need to enable the required options by turning on the corresponding toggle buttons.

  • Other control options:

    • Quantity Sync:

      • Allow sync when product quantity is zero? - If enabled, Webgility Online will still sync the product even when its quantity is zero. This is useful if you want to reflect out-of-stock items accurately across systems.

      • Sync inventory as zero when quantity is negative - If enabled, any negative inventory values will be synced as zero instead. This helps prevent issues in systems that don't accept negative quantities and ensures consistency in stock levels.

    • Price Sync:

      • Allow sync when product price is zero? - If enabled, products with a zero price will still be synced. This can be helpful if you're setting up free items, promotional products, or placeholders.

    • Cost Sync:

      • Allow sync when product cost is zero? - If enabled, products with zero cost will be included in the sync. This may be relevant when cost data is not yet finalized, but you still want to sync the product.