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Amazon with Webgility Desktop: FAQ
Amazon with Webgility Desktop: FAQ

Amazon with Webgility Desktop: FAQ

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

Amazon with Webgility Desktop: FAQ

Q1: How does Webgility streamline the reconciliation process for Amazon sellers facing challenges in bookkeeping and accounting?

A: Webgility aids in simplifying the reconciliation process for Amazon sellers by integrating seamlessly with Amazon FBA & FBM marketplaces. It addresses the complexity of reconciling Amazon expenses and fees, particularly those presented in settlement reports every two weeks. Webgility downloads daily Amazon orders, including item details, and posts them to the Accounting system. The platform creates a clearing account in QuickBooks Desktop to record all Amazon transactions, and when settlement reports are downloaded, expenses, fees, shipping, and refunds are posted to the same clearing account. The recommended setup and configuration, along with specific steps, ensure a smooth reconciliation process in QuickBooks Desktop, allowing sellers to manage their Amazon order data effectively. For more details and guidance, refer to the article [Overview of Amazon Workflow with Webgility Desktop].

Q2. Can Webgility Desktop customize transactions based on my Amazon Sales Channels?

A: Certainly! Webgility Desktop, when integrated with Amazon, provides the capability to post transactions in the accounting system based on the various sales channels (marketplaces) within Amazon Seller Central. This allows you the flexibility to choose different charts of accounts or transaction types for each sales channel. For detailed guidance, please refer to this [Link].

Q3. How does Webgility Desktop handle refunds and returns, specifically for Amazon transactions?

A. For Amazon transactions, Webgility Desktop manages refunds through settlement reports received biweekly. You have the option to post refunds either as credit memos or check entries in QuickBooks. For a comprehensive setup guide, please refer to the detailed instructions provided here: [Link].

Q4. How can I customize transaction creation based on Fulfillment Status using the Webgility and Amazon store integration?

A: Webgility has the option to customize your transactions based on the fulfillment status including Fulfilled, Partially Fulfilled, and Unfulfilled. Review the provided article for a detailed understanding [Link]

Q5. Can I put different Amazon fees into separate expense accounts in QuickBooks using Webgility Desktop?

A: Yes, with Webgility Desktop, you can post different types of Amazon fees to their respective expense accounts in QuickBooks. The fee settings in Webgility provide options for granular fee posting. This means you can map each fee to its specific expense account and post them accordingly. Keep in mind that this advanced functionality requires careful setup and an understanding of how Amazon categorizes expenses and fees. [How to Set Up Granular Amazon Expenses and Fees]

Q6. Can Webgility support syncing data with QuickBooks in a consolidated way, rather than recording individual records for each order of my Amazon store?

A: Yes, Webgility provides the flexibility to batch transactions on a daily, weekly, or monthly basis. Alternatively, you have the option to manually create a batch containing your selected orders and synchronize them with your accounting system. It's important to note that the daily, weekly, and monthly batch posting features operate with automation only. For a more in-depth understanding, refer to the following article: Set Up Consolidated Posting in Webgility Desktop

Q7. Can Webgility Desktop post orders to a closed accounting period in QuickBooks?

A: Absolutely! Webgility Desktop can post historic orders even after the accounting period has been closed in QuickBooks Desktops. While QuickBooks typically restricts the recording of transactions from earlier dates after closing the books, Webgility provides a solution for this scenario. For detailed guidance on this process, please refer to the following article: [Link to Article].

Q8. What is the automation frequency for Amazon in Webgility Desktop, and what processes can be automated?

A: The automation tool in Webgility Desktop is called Scheduler. For Amazon orders, the automation frequency in Webgility Desktop ranges from a minimum of 30 minutes to a maximum of 24 hours. Customers can choose the frequency that suits their preferences. The automation processes include downloading Amazon orders, refunds, and settlement reports, which are then automatically posted to QuickBooks. This ensures a streamlined and efficient handling of your Amazon transactions. [Scheduler Overview]

Q9. Can Webgility Desktop handle shipping for merchant-fulfilled orders and update tracking IDs and order status on Amazon?

A: Yes, for Amazon Merchant fulfilled orders (FBM), Webgility Desktop provides the capability to add your shipping provider (such as UPS, FedEx, stamp, and Endicia). You can then process shipping and utilize the "Post to Store" feature to update both the order status and tracking ID on Amazon. This ensures a seamless and automated management of your shipping and order tracking for merchant-fulfilled orders. [Shipping Setup] [Post to Store Feature]

Q10. Can Webgility Desktop automate the synchronization of my QuickBooks inventory quantities with Amazon for the products I sell?

A: Certainly! Webgility Desktop offers a feature to regularly synchronize inventory prices and quantities between Amazon and QuickBooks. If you use QuickBooks as the master inventory, this ensures that your inventory numbers are updated frequently on Amazon. It's important to note that Webgility can only sync inventory for Fulfillment by Merchant (FBM) products and not Fulfillment by Amazon (FBA) products. For more detailed information, please refer to this article: [Link].

Q11: Does the integration offer reporting or analytics features for my Amazon store?

A: Yes, certainly! Our integration provides comprehensive reporting and analytics features tailored for your Amazon store, including the advanced tool, Webgility Analytics, which empowers you with accurate forecasting and facilitates informed decision-making.

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