Overview of Consolidated Sync in Webgility Online
Consolidated syncing is a process of posting multiple orders into your accounting solution as a single, consolidated transaction. This means that you can now group all of your orders for a single day into one transaction in your accounting solution as a single invoice, sales receipt, or credit memo.
It is important to consider the following to ensure consolidated sync is configured properly.
Ensure your sync settings are properly configured for consolidation to work effectively.
For successful consolidation, make sure to have the updated list of products downloaded from both your store(s) and accounting solution into your Webgility account. If store products are missing in your accounting solution, you must either create or map them with products in your accounting solution prior to enabling consolidation settings in QuickBooks.
Consolidation only works through automation so you can not manually select and consolidate orders into a single transaction.
If you have configured syncing based on order status, payment method, or sales channel, consolidation will not work. You can only configure one, or the other.
Orders will be consolidated on the basis of the date of the order in your store(s).
For example, if today's date is 07/23/2021, then the order posting for yesterday, 07/22/2021, will take place today on 07/23/2021. Today's order posting would happen tomorrow on 07/24/2021.
If you are connected to your payment processor but have not configured the sync settings for fees, then the fees will not be synced on a consolidated basis.
Start consolidated Sync in Webgility Online
Go to the gear icon in the navigation bar on the lower left side of the screen and click Automation to get the options for consolidated sync.
Consolidate Transactions: Check this option to post one single transaction to your accounting solution.
Consolidate One Transaction for Orders of Every: This drop-down allows you to select the range for orders to be combined within a consolidated transaction. Please note that Webgility online syncs only daily consolidated transactions.
Consolidate Start Date: Select the date you wish to start the daily consolidation to begin from.
Learn more about setting up automation in Webgility Online, here.
Errors and resolution
While consolidating orders for a day, if an error occurs all orders will be stopped from being posted. The error can be viewed by navigating over the respective order's sync status. All other affected orders will display a generic error.
To check these error orders, please go to Accounting> Orders> Error tab
Here, If you hover the mouse on the Error icon (i) under the Detail section for the order, it will show the error details
You can troubleshoot according to the error message or contact Webgility support to get a further resolution.