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Transfer Products Using Product Presets with Webgility Desktop
Transfer Products Using Product Presets with Webgility Desktop

Learn how to transfer products from your sales channels to your accounting solution using product presets.

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

1. To access the Product Preset page, navigate to Products > Missing In QuickBooks > Product Presets.

QuickBooks Presets

2. Set the QuickBooks presets to use when you want to transfer the missing sales channels product(s) in your QuickBooks Desktop company file.

3. You can search and filter the account names, and also view the account type to easily identify the account and set.

4. By using the plus icon, you can also create accounts.

Sales Channel Presets

5. You can set the sales channel presets to use when you want to transfer the missing QuickBooks product(s) to your sales channels. The options displayed will vary based on your store type.

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