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Get Started with Webgility Online

This article provides a step-by-step guide to help new users get started with Webgility Online, from initial login to connecting eCommerce channels and QuickBooks Online. It walks users through the setup process, including configuring integrations, authorizing connections, and posting their first order to QuickBooks. By following this guide, users can successfully complete the onboarding process, verify data syncs, and begin managing transactions efficiently within Webgility Online.

 

 

Welcome to Webgility Online! We're thrilled to have you onboard. Getting started is quick and straightforward — just follow the steps below to set up your account and get started.

1). Visit my.webgility.com and log in using your Webgility Online credentials.
 

2). After logging in, you'll find a Get Started guide with three simple steps to complete your initial setup.

Connect Your eCommerce Channels

3). Begin with Step 1 - Connect Your eCommerce Channel and click Get Connected. A panel will slide in on the right, allowing you to select your sales channel. For this example, we’ll use Shopify.

4). Next, you must enter one part of the URL for your Shopify sales channel's admin address. For example, if your admin URL is https://MyStore.myshopify.com, you will need to enter ‘MyStore’. You can pick your timezone based on your location. Once you’ve entered this information, click Next.

Make sure to disable the pop-up blocker in your web browser to complete the authorization process. Then, enter your Shopify credentials to grant Webgility Online permission to sync your data.

5). Once the connection is successful, a Congrats message will appear. Click Finish to close the slider.

Note: If you need assistance setting up your sales channel connection, refer to these guides:

Connect QuickBooks Online

6). Proceed to Step 2 - Connect Your QuickBooks, and click Get Connected. At this time, we exclusively support connections with QuickBooks Online.
 
7). Click Connect and enter your QuickBooks Online credentials to authorize Webgility Online. Remember to disable the pop-up blocker in your web browser to complete the authorization process successfully.
 
8). If you have more than 1 company account, you need to select the company you wish to connect to and click Next. If asked to authorize the connection, click to allow it.
 
9). Depending on how much information is in the company file, it can take a couple of minutes for us to sync your data. After it’s done, you will see a Congrats message, please click Finish to close the slider.

Post an order and review

10). Once you are connected to QuickBooks successfully, you can continue to Post an order or click Start Exploring at the top right immediately.

If you want to continue to post an order, select Step 3 - Post an order and review. Select one of your orders from the list and click Post Order.

11). Once your order is posted, you can click “View in Quickbooks” to go to your Quickbooks Online account to check how Webgility Online posts your order as a record on Quickbooks. Please remember to log in to your Quickbooks before you click View in QuickBooks in order to see a detailed Sales Receipt in QuickBooks. This is what you will see in your Quickbooks account.
 

12). You can always click Unpost to undo the posting.

You’re all set up. Now what? Check out how to configure your Webgility Online Workspace, here.