Transfer Products Using Product Presets with Webgility Desktop

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

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.