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Shopify with Webgility Desktop: FAQ
Shopify with Webgility Desktop: FAQ

Shopify with Webgility Desktop: FAQ

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

Shopify with Webgility Desktop: FAQ

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. For a more detailed walkthrough, refer to the article [Shopify Payout Reconciliation in Webgility Desktop].

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. [Onboading guide]

Q3. How does Webgility separate orders from different Shopify POS locations or sources within my Shopify store?

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, please refer to the following help article: [Ignore orders from Shopify 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 online store. 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. [Learn more]

Q5. Is it possible for Webgility to streamline data synchronization with QuickBooks for my Shopify store 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 store. 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. Set Up Consolidated Posting in Webgility Desktop

Q6: How does Webgility Desktop manage products existing in both QuickBooks and my Shopify store? Can it generate missing items in QuickBooks from my online store?**

A: Webgility Desktop's Product Module adeptly handles products in both QuickBooks and your online store. It provides two ways to create missing items, allowing flexibility in the process. Whether it's creating items from the online store 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. For more details, check [Create Products in QuickBooks] [Create Products in Online Store].

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. [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. [How to configure Discounts]

Q9: Does the integration offer reporting or analytics features for my Shopify store?

A: Absolutely! Our integration includes robust reporting and analytics features designed specifically for your Shopify store. With the advanced tool, Webgility Analytics, you gain access to accurate forecasting capabilities, empowering you to make well-informed decisions for your business.

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. Find more details on [How to Record Shipping Fees].

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