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Create Products in QuickBooks Using Webgility Online

This article helps Webgility Online users in creating products in QuickBooks Online using Webgility Online, offering guidance on both manual and automated item creation methods. It explains how to configure product matching criteria, set item creation preferences, and ensure accurate syncing between sales channels and QuickBooks Online. By following the steps outlined, users can maintain a consistent and up-to-date product catalog across platforms while reducing manual entry and improving operational efficiency.

This article will guide you through the fundamental steps of item matching and demonstrate two methods for creating items in QuickBooks Online.

Item Matching Fundamentals:

When creating items in QuickBooks Online, Webgility Online relies on the matching criteria selected under Product Settings. You have the option to match items based on SKU/Product Name for sales channels & QuickBooks Online, or Item Name/Number in QuickBooks Online Desktop.

Once you are logged in to Webgility Online, Go to Sync Settings > Product


Navigate to the Products Tab to set up the product matching criteria.

 

Here, you need to scroll down configure the settings for creating new items in QuickBooks Online, and then click Save.

 

Within the "Create New Product" section, you'll encounter various settings to specify how you want to create your online product within QuickBooks Online.

For instance, you can:

  • Choose the type of items.

  • Associate the QuickBooks Online chart of accounts that you wish to link with the created item.

  • Set the start date of the product.

  • Determine the information you wish to include in the description field, and more.


Creating Items Manually:

If you prefer to create an item before an order is placed on your sales channel, follow these steps: Go to Product > Product Catalog

 

Here, you can select the products you want to transfer to QuickBooks Online and click on the Create tab.

 

Creating Items During Order Posting:

To enable automatic item creation during order posting, follow these steps:

  1. From the Products setting window, select Create New Products.

  2. Select the relevant options for item creation.

  3. Save the settings. These settings will apply to all the new items Webgility Online will create in QuickBooks Online.

 

With this setting enabled, Webgility Online will create items automatically in QuickBooks Online when an order is posted to QuickBooks Online, if the item does not meet the matching criteria selected. You can choose the type of items you wish to create in QuickBooks Online (Inventory or non-inventory) and select the appropriate accounts.

Verification in QuickBooks Online:

After creating the items in Webgility Online, log in to your QuickBooks Online account to confirm their presence. The items should now appear in your QuickBooks Online product list, ensuring accurate creation in your accounting software.

Conclusion:

Webgility Online streamlines the process of creating products in QuickBooks Online by automating item matching and synchronization. By following the item creation methods explained in this guide, you can efficiently manage your product catalog and maintain consistency between your Sales Channels and QuickBooks Online.