Product Setup & Overview
Product Settings is where you determine your matching criteria between your sales channel and QuickBooks Online. This is done by linking the Product SKU from the online store to the QuickBooks Online item name. (You may also match SKU to SKU)
This screen also dictates how Webgility Online will behave when a product does not match automatically with an item in QuickBooks Online. This is highlighted in Red in the image below. The recommended selection is to Map the product to what it should be in QBO. This will prompt you to map it accordingly when the order is posted.
Steps:
To configure Product Setup in Webgility Online, navigate to Settings> Accounting> Products.
How to identify the products in the sales channel and Quickbooks Online. In most cases, it is the SKU for the store and Item name in Quickbooks Online. The same is used for matching and mapping the items.
The second condition is for “If product is NOT found, then” so it gives you four options
Create New
Flag order as an error
Use standard item
Map
Create New (Inventory) - This option will allow you to create the item (Inventory type) if not found while posting the orders into Quickbooks, it will also ask you to configure other settings as well that are required to create an item.
Set an inventory start date
Set Income account
Sety Inventory Asset Account
Set Expense Account
Set Sales Description
Mark item "Taxable"
Set Item Quantity as
Use secondary criteria if primary comes blank from store
change inactive items to active while posting orders
Create New (Non-Inventory) - This option will allow you to create the item (Non-Inventory type) if not found while posting the orders into Quickbooks, it will also ask you to configure additional settings as well that are required to create an item.
Set Income Account
Set Expense Account
Set Sales Description
Mark item "Taxable"
Use secondary criteria if primary comes blank from store
Change inactive items to active while posting orders
Flag Order as Error: If this option is selected then while posting an order if an item on the order is not found in Quickbooks Online then WO will mark that order as an error and move it to the Errors tab.
Use Standard Item: Once this is enabled it will ask you to configure an item from Quickbooks, once done then while posting orders if an item is not found then WO will use this standard item instead.
Map: This particular option gives you a prompt to perform mapping of the item if not found in Quickbooks while posting the order. This option helps you to configure the item mapping simultaneously with order posting.
There is another section by the name “Create New Product” at the very bottom, this configuration is basically used when WO user directly wants to create missing items (Inventory/Non Inventory) into Quickbooks and do not want to wait for any order posting.
Inventory Type
Set Income Account
Set Inventory Asset Account
Set Expense Account
Set inventory start date as
Set Sales Description as
Set the Purchase description as
mark item "Taxable"
Set Item Quantity as
Non-Inventory type
Set Income Account
Set Expense Account
Set Sales Description as
Set the Purchase description as
mark item "Taxable"