Amazon with Webgility Online: FAQ
This article answers common questions about how Webgility Online manages Amazon transactions in QuickBooks Online, including orders, refunds, fees, inventory sync, and multi-currency support. It also covers automation, reconciliation, and channel-specific settings, with links to detailed setup guides for each topic.
Q1: How does Webgility Online manage Amazon orders, refunds, and fee data in QuickBooks?
A: Webgility Online handles Amazon orders, refunds, and fee data by downloading and posting them separately. Orders are posted daily as invoice/sales receipts, refunds as credit memos/refund receipts, and fees are posted bi-weekly through the settlement report as an expense or bill entry in QuickBooks.
Q2: How does Webgility Online support multi-currency for Amazon sales channels?
A: Webgility Online allows configuring each sales channel differently for posting transactions under relevant currency accounts in QuickBooks. Ensure you have a multicurrency setup in the accounting. Follow the steps in this helpful article on How to set up Multicurrency in QuickBooks Online
Q3: How can Webgility Online post transactions based on specific Amazon sales channels (e.g., Amazon.mx, Amazon.ca)?
A: Webgility Online can be configured with different rules to post transactions based on channels. Follow the steps in this helpful article on Recommended Settings for Amazon Sales Channel with Webgility Online
Q4: How does Webgility Online handle the management of refund orders?
A: Webgility Online has a dedicated section to manage refund orders, posting them as a Credit Memo or Refund receipt in QuickBooks Online. Follow the steps in this helpful article on How to Process Returns and Refunds with Webgility Online
Q5: How can Webgility Online create items in QuickBooks if they are not present?
A: Webgility Online can create missing sales channel products in QuickBooks Online. Follow the steps in this helpful article on Create Products in QuickBooks Using Webgility Online
Q6: How does Webgility Online manage inventory syncing for Amazon, and what are the options available?
A: Inventory sync is possible only for merchant-fulfilled products (FBM), with manual or automated syncing options available for inventory sync between the sales channel and QuickBooks. Follow the steps in this helpful article on Inventory Sync] [Sync via Automation
Q7: How can I set up the automation frequency for Amazon in Webgility Online?
A: Automation can be configured to run every 15 minutes or nightly (once per day). Follow the steps in this helpful article on Set Up Automation for Transactional Accounting in Webgility Online
Q8: How does Webgility Online facilitate posting different types of Amazon fees to respective expense accounts in QBO?
A: Webgility Online fee settings provide options for granular fee posting, allowing users to map fees to respective expense accounts. Follow the steps in this helpful article on Recommended Settings for Amazon Sales Channel with Webgility Online
Q9: How can Amazon order, refund and fee data be posted in a journal and reconciled using Webgility Online?
A: Users can refer to the provided article "Amazon Reconciliation for Webgility Online" for guidance. Follow the steps in this helpful article on Amazon Reconciliation for Webgility Online
Q10: How does Webgility Online create consolidated entries for Amazon orders and refunds in QuickBooks Online?
A: Through automation, Webgility Online can create daily group/consolidated entries. Follow the steps in this helpful article on Overview of Consolidated Sync in Webgility Online