Shopify with Webgility Desktop: FAQ
This article answers common questions about using Webgility Desktop with Shopify. It covers payout reconciliation, order and refund management, product syncing, batch posting, discount tracking, and reporting features. It also highlights onboarding support and notes features currently unavailable, like purchase order syncing. Related articles provide detailed setup and configuration guidance to help users optimize their Shopify–QuickBooks integration.
Q1. How does Webgility streamline the reconciliation process for Shopify payouts?
A: Webgility simplifies the reconciliation process for Shopify Payouts by efficiently downloading payout reports from Shopify. It then posts all the payout details seamlessly in QuickBooks Desktop, allowing for easy consolidation. Webgility extends its support by downloading Shopify orders, handling refunds and returns, and incorporating Payout reports into the Accounting system. The recommended setup and configuration, along with specific steps, ensure a smooth reconciliation process within QuickBooks Desktop. Follow the steps in this helpful article on: Shopify Payout Reconciliation in Webgility Desktop with QuickBooks Desktop integration
Q2. How long does it typically take to set up the integration? Do you offer onboarding for configuration?
A: Certainly! Webgility provides a white-glove onboarding experience for our customers. This includes consultation on best practices and workflow management, as well as assistance in configuring the Webgility app according to your specific requirements. The connection and configuration process are designed to be easy and seamless, ensuring a quick setup. With our onboarding support, you can have the Webgility app fully up and running in minimal time, allowing you to start benefiting from the integration promptly. Follow the steps in this helpful article on: Webgility Desktop Onboarding Services Guide
Q3. How does Webgility separate orders from different Shopify POS locations or sources within my Shopify sales channel?
A: Webgility offers an advanced setting that allows the segregation of orders based on different Shopify POS locations or sources. For more detailed information on this functionality, Follow the steps in this helpful article on: How To Ignore Shopify Orders From Various POS Locations
Q4. How does Webgility Desktop manage orders with refunds and returns?
A: Webgility Desktop efficiently handles orders with refunds and returns by downloading the refund and return information from the sales channel. These details are then posted to QuickBooks as either a Credit Memo or a refund check. Additionally, users have the flexibility to fully void the transaction in the accounting system. To streamline the process further, the refund posting can be automated by configuring it in the scheduler. Follow the steps in this helpful article on: How to Process Returns and Refunds with Webgility Desktop
Q5. Is it possible for Webgility to streamline data synchronization with QuickBooks for my Shopify sales channel in a consolidated manner, rather than logging individual records for each order?
A: Certainly! Webgility offers the flexibility to batch transactions on a daily, weekly, or monthly basis for your Shopify sales channel. Alternatively, you can manually create a batch containing selected orders and seamlessly synchronize them with your accounting system. It's worth noting that the daily, weekly, and monthly batch posting features operate exclusively with automation. For detailed insights, check out our article on setting up consolidated posting in Webgility Desktop. Follow the steps in this helpful article on: Set Up Consolidated Posting in Webgility Desktop
Q6: How does Webgility Desktop manage products existing in both QuickBooks and my Shopify sales channel? Can it generate missing items in QuickBooks from my sales channel?**
A: Webgility Desktop's Product Module adeptly handles products in both QuickBooks and your sales channel. It provides two ways to create missing items, allowing flexibility in the process. Whether it's creating items from the sales channel to QuickBooks or vice versa, you have the choice. You can create items while posting online orders to QuickBooks, or utilize the bulk creation option in the Product Transfer Feature in Webgility Desktop. Follow the steps in this helpful article on Products Module View in Webgility Desktop , Create Missing Products in QuickBooks Desktop with Webgility Desktop , How to Transfer Products to Store from QuickBooks in Webgility Desktop
Q7. Can I sync product sales prices and costs from Shopify to QuickBooks using Webgility Desktop if I manage my inventory in Shopify?
A: Certainly! When Shopify is connected to Webgility Desktop, you can seamlessly sync product costs, sell prices, and inventory item quantities from Shopify to QuickBooks and vice versa, ensuring accurate and efficient management of your inventory across both platforms. Follow the steps in this helpful article on: How to Sync Products with Webgility Desktop
Q8: Does Webgility Desktop capture coupons, gift cards, and discounts for Shopify transactions?
A: Certainly! Webgility Desktop ensures the recording of information like coupons, discounts, and gift cards by representing them as distinct line items in your transactions. You have the flexibility to configure how you want to record discounts, whether as a line item on the transaction or by downloading discounted item prices in the orders. This adaptability allows you to manage your discounts in a way that suits your preferences. Follow the steps in this helpful article on: Configure Online Order Discounts in Webgility Desktop
Q9: Does the integration offer reporting or analytics features for my Shopify sales channel?
A: Absolutely! Our integration includes robust reporting and analytics features designed specifically for your Shopify sales channel. With the advanced tool, Webgility Analytics, you gain access to accurate forecasting capabilities, empowering you to make well-informed decisions for your business. Follow the steps in this helpful article on: How to Access Webgility Analytics from Webgility Desktop
Q10: Does Webgility currently support the download and posting of purchase orders from Shopify/Stocky?
A: As of now, this feature is not available in Webgility Desktop. However, we are continually enhancing our capabilities to better serve your needs and may consider incorporating this functionality in future updates.
Q11: Can Webgility sync the cost of shipping into QuickBooks for orders shipped through a third party?
A: Webgility Desktop integrates with Shipstation and Shipping Easy, allowing you to record shipping costs as distinct expenses in QuickBooks. You can follow the detailed instructions in the article, which provides information on connecting Shipping Easy or Shipstation with Webgility, along with setup and usage guidance. Follow the steps in this helpful article on: How to Download Tracking Details from ShippingEasy