Magento with Webgility Desktop: FAQ

How does Webgility manage retail and wholesale orders from Magento?

If your Sales Channel handles both retail and wholesale orders, Webgility Desktop can help you post them differently to QuickBooks. You'll need to post them differently in QuickBooks. Retail orders, usually prepaid, can be recorded as sales receipts or paid invoices, while wholesale orders, typically paid later, should be recorded as sales orders or unpaid invoices, with payments entered when received.

For more detailed information on this functionality, Follow the steps in this helpful article on How to Configure Order Posting Settings for Wholesale and Retail Sales

How does Webgility Desktop manage orders with refunds and returns?

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

Does Webgility Desktop capture coupons, discounts and store credit for Magento transactions?

Certainly! Webgility Desktop ensures the recording of information like coupons, discounts, and store credit by representing them as distinct line items in your transactions. Follow the steps in this helpful article on: Configure Online Order Discounts in Webgility Desktop

How does Webgility Sync Inventory item quantity and price?

Webgility Desktop can seamlessly sync product sell prices, and inventory item quantities from Magento 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

Can Webgility Sync products cost to Magento Sales Channel?

Yes. Webgility Desktop can sync product costs to the Magento Sales Channel.

How does Webgility manage high order volume from Magento?

Webgility Desktop offers the flexibility to batch transactions on a daily, weekly, or monthly basis for your Magento 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

Can Webgility sync the cost of shipping into QuickBooks for orders shipped through a third party?

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

Can Webgility post payment transaction fees in QuickBooks?

Webgility Desktop integrates with PayPal and Stripe, allowing you to record payment transaction fees in QuickBooks as a line item in the order or distinct expenses (Check/Bill).

Does Webgility currently support the download and posting of purchase orders from Magento?

Currently, this feature is not available in Webgility Desktop. However, it can assist you in creating new purchase orders in QuickBooks for 0-quantity or drop-ship products when posting an order. Follow the steps in this helpful article on: How To Configure Webgility Desktop to Create Purchase Orders

Can Webgility transfer my new QuickBooks items to the Magento Sales Channel?

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