Amazon Workflow

Amazon Workflow

David Pond avatar
Written by David Pond
Updated over a week ago

Amazon Workflow

Webgility integrates with 3 Amazon marketplaces

  • Amazon US

  • Amazon UK

  • Amazon EU

Download Amazon Orders

  • For an Amazon store connection with Webgility Desktop, it is recommended that you choose to download orders with very few specific order statuses. This is to avoid any unfulfilled, unknown orders which could help in reconciling Amazon settlement reports. Select the following order statuses before downloading any orders:

  • Shipped

  • Completed

  • Payment complete

This will ensure that relevant transactions are downloaded and recorded in QuickBooks, and avoid any confusion while reconciling Amazon expenses.

NOTE: It is recommended that you select these settings for all Amazon connections, both FBA and FBM.

Posting setting configurations

  • Before posting the order in QBs, it is important to configure Webgility for how you want to post the orders, expenses, and fees in QBs. Refer to the Recommended settings by Webgility.

Post orders to QuickBooks

  • Once an order is downloaded into Webgility, you can direct it to be posted into your accounting solution or point of sale as a sales transaction. Posting orders can be done from the Orders, Errors, and Archive tabs. To post the orders from the New Orders tab, select the order that you want to post and click Post to QuickBooks. Refer to the article

Download and post the Amazon Settlement Reports

  • Webgility downloads the Settlement Report from Amazon, which is generated bi-weekly, and posts all the expense and fee information that a settlement contains based on the expense and fee configuration settings in QuickBooks. Refer to the following article How to download and post settlement report in QBs.

Amazon FBM Inventory Sync

  • With Webgility, you can manage your Amazon inventory. Webgility allows you to sync the Inventory and Price on Amazon for Merchant Fulfilled (FBM) products.

  • Click on the “Products” menu, and select “Price out of Sync” or “Quantity Out of Sync”.

  • Price Out of Sync” Products will display the Price of the products that are currently out of sync.

  • Quantity Out of Sync” Products will display the quantity of the products that are currently out of sync.

If you still need any assistance, please feel free to contact us.

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