How does Webgility manage high order volume from WooCommerce?
Webgility Desktop offers the flexibility to batch transactions on a daily, weekly, or monthly basis for your WooCommerce 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
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).
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. Find more details on [How to Record Shipping Fees].
Can Webgility transfer my new QuickBooks items to the WooCommerce store?
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].
Does Webgility currently support the download and posting of purchase orders from WooCommerce?
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 dropship products when posting an order. Please refer to this help article for more details on How To Configure Webgility Desktop to Create Purchase Orders.
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 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]
How does Webgility manage retail and wholesale orders from WooCommerce?
If your store 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, please refer to the following help article [How to Configure Posting Orders for Wholesale and Retail].
Does Webgility Desktop capture coupons and discounts for WooCommerce transactions?
Certainly! Webgility Desktop ensures the recording of information like coupons and discounts by representing them as distinct line items in your transactions. [How to configure Discounts]
How does Webgility Sync Inventory item quantity and price?
Webgility Desktop can seamlessly sync product sell prices, and inventory item quantities from WooCommerce to QuickBooks and vice versa, ensuring accurate and efficient management of your inventory across both platforms. [How to Sync Products with Webgility Desktop]