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Transactional Versus Journal Entry Posting in Webgility Online
Transactional Versus Journal Entry Posting in Webgility Online

Understand the difference between transactional versus journal entry posting.

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Webgility lets you choose how you would like to post your transactions to QuickBooks. You can post every order individually as a sales receipt, or post a summary as a journal entry.

Transactional Posting for Every Individual Order

This option is recommended for businesses that require high-touch order management within QuickBooks. A summary journal can accomplish the same revenue, refund, and fee reconciliation with less hassle than is involved in individual order transaction management. This is due to the fact that your payment processor does not batch out individual transactions in the way they are received, but rather as periodic groups.

Learn more about transactional settings for Webgility Pro here.

Summary as a Journal Entry Posting

Journal entries forgo the painstaking details of individual transaction mappings for equally financially accurate, but simplified summaries of information that is directly entered into the accounts they affect. In contrast to the previous option, the amount of information that needs to be mapped is significantly less.

Note: this option is set by default.

Learn more about summary as a journal entry setting for Webgility Pro, here.

Where to Find Posting Method Settings

To choose your posting method, navigate to Settings > Accounting.

Note: if you change your posting method at a later date, you will need to review your settings for the new sync method as accounts and mappings may need to be reconfigured based on the new data type being synced.

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