Overview:
If your orders are posting to the wrong bin location in QuickBooks Desktop via Webgility Desktop, it likely means that Advanced Inventory Settings are not enabled or configured properly in Webgility Desktop. This guide walks you through the process of enabling and mapping inventory sites and bin locations to ensure accurate inventory tracking and posting.
To fix this, make sure the Advanced inventory feature is enabled in your QuickBooks Desktop. If not, then enable it first.
Caution: Once the Advanced Inventory feature is enabled in QuickBooks Desktop, it cannot be turned off.
Steps to fix:
1). Login into QuickBooks Desktop as Admin user on the same Webgility Desktop machine.
2). In Webgility Desktop, refresh the latest accounting data. Kindly refer help article
3). Now go to Connections, then Accounting/POS/ERP and then click on Sync Settings.
4). Now, under the Products section, look for “Do you have QuickBooks Desktop Advanced Inventory add-on?” Select the default inventory site. This will post the transactions to QuickBooks Desktop in the specified inventory site only.
Map Products to Specific Inventory Sites and Bin Locations
If you want to post certain products to specific locations or bins, you can map them individually. Here’s how:
1) Click on the Products in the menu options on Dashboard view in Webgility Desktop.2) Then navigate to Additional Mapping and select Inventory Site
3). Find the product you want to map and click on it.
4). From the dropdown list, you can select the Inventory Site and, if needed, the Bin Location you want this product to be posted to.
5). If you don’t need to use a bin for that product, you can leave the bin field empty.
6). After making your selections, click Save.
This ensures that the item is always posted to the correct site and bin in QuickBooks Desktop.