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Configure: Webgility Desktop
Configure: Webgility Desktop
Configure integrations and build workflow in Webgility Desktop
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61 articles in this collection
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Webgility Help
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Webgility Support
How to Move Orders to Scheduled from New Orders
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Written by
Webgility Help
Updated over a week ago
How to Add Multiple FedEx Accounts in Webgility Desktop
Have multiple FedEx accounts? Learn how you can add them.
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Written by
Webgility Help
Updated over a week ago
How to Use the QuickBooks Enterprise Sales Order Fulfillment Workflow
Learn more about using the QuickBooks Enterprise sales order fulfillment workflow with Webgility Advanced and Complete.
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Written by
Webgility Help
Updated over a week ago
Recommended Settings for Large Order Volume
Follow these recommendations if you plan to work with 100K+ orders per month in Webgility Plus, Advanced, and Complete.
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Written by
Webgility Help
Updated over a week ago
Transfer Products Using Product Presets with Webgility Desktop
Learn how to transfer products from your sales channels to your accounting solution using product presets.
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Written by
Webgility Help
Updated over a week ago
Create Missing Products in QuickBooks Desktop with Webgility Desktop
Follow these steps to create or transfer products you're selling in your sales channels that are missing in QuickBooks Desktop.
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Written by
Webgility Help
Updated over a week ago
How to Import Tracking IDs via CSV File and Post to Store
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Written by
Webgility Help
Updated over a week ago
Recommended Order Download Settings for Amazon
It is recommended to select these settings for all Amazon connections
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Written by
Webgility Help
Updated over a week ago
How to Set Up Marketplace Facilitator Taxes in Webgility Desktop
Learn more about marketplace facilitator taxes and how to set them up in Webgility.
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Written by
Webgility Help
Updated over a week ago
How to Unmap a Product in Webgility Desktop
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Written by
Webgility Help
Updated over a week ago
Recommended Posting Settings for QuickBooks Financials in Webgility Desktop
Our basic recommended posting settings for QuickBooks financials
Written by
Webgility Support
Updated over a week ago
How to Set Up Online Discounts with QuickBooks POS in Webgility Desktop
Learn how to set up discounts with QuickBooks POS in Webgility.
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Written by
Webgility Help
Updated over a week ago
Set Up Consolidated Sync in Webgility Desktop
Learn how to set up consolidated or batch sync.
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Written by
Webgility Help
Updated over a week ago
How to Use QuickBooks POS Multi-Store with Webgility Desktop
Learn how to use QuickBooks Point of Sale Multi-Store.
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Written by
Webgility Help
Updated over a week ago
How to Download State Codes Instead of State Names in Webgility Desktop
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Written by
Webgility Help
Updated over a week ago
Use Sales Orders with QuickBooks POS and Webgility Desktop
Learn about creating sales orders with Webgility Desktop in QuickBooks Point of Sale version 18 and earlier.
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Written by
Webgility Help
Updated over a week ago
How to Set Up Order, Product, & Shipment Alerts
Set up notifications based on both preset system alerts and custom alerts you build.
Written by
Webgility Support
Updated over a week ago
How to Map Products While Posting Orders
Learn how to map products while posting orders from Webgility Desktop
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Written by
Webgility Help
Updated over a week ago
How to Download the Latest Store Data in Webgility Desktop
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Written by
Webgility Help
Updated over a week ago
Track Payment Processor Fees with Webgility Desktop
Learn to configure Webgility to track PayPal or Stripe payment fees.
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Written by
Webgility Help
Updated over a week ago
How to Void a Shipment in Webgility Desktop
Learn how to void a shipment that is generated by the Webgility Desktop.
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Written by
Webgility Help
Updated over a week ago
How to Use and Configure the Post to Store Feature
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Written by
Webgility Help
Updated over a week ago
How to Map Quantities or Unit of Measure With Webgility Desktop
How to map quantities or units of measure with Webgility in QuickBooks Financials
Written by
Webgility Support
Updated over a week ago
Online Discounts with QuickBooks POS & Webgility Desktop
Learn more about working with online discounts.
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Written by
Webgility Help
Updated over a week ago
Advanced Inventory Settings in Webgility Desktop
Learn how to configure advanced inventory options in the Webgility Desktop application.
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Written by
Webgility Help
Updated over a week ago
How to Configure Automation Rules to Archive Orders and Post Updates
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Written by
Webgility Help
Updated over a week ago
How to Sync Orders to Salesforce CRM with Webgility Desktop
Follow this guide to sync orders in Webgility to Salesforce.
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Written by
Webgility Help
Updated over a week ago
How To Configure Webgility Desktop to Create Purchase Orders
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Written by
Webgility Help
Updated over a week ago
How to Map Multiple Currencies in Webgility Desktop
Simply follow these steps to map countries and currencies in Webgility.
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Written by
Webgility Help
Updated over a week ago
How to Search Orders in Webgility Desktop
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Written by
Webgility Help
Updated over a week ago
How To Map Products via .CSV File
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Written by
Webgility Help
Updated over a week ago
How to Prevent Overselling with Inventory Automation
Learn how you can prevent overselling with inventory automation.
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Written by
Webgility Help
Updated over a week ago
Shipping Workflows in Webgility Desktop
Learn more about supported shipping carriers and basic shipping workflows.
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Written by
Webgility Help
Updated over a week ago
How to Process Offline Payments
Follow these steps to process phone or offline orders
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Written by
Webgility Help
Updated over a week ago
Webgility Desktop Product Sync Settings
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Written by
Webgility Help
Updated over a week ago
How to Configure Posting Orders for Wholesale and Retail
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Written by
Webgility Help
Updated over a week ago
How to Unpost Transactions from Webgility Desktop with Undo Sync
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Written by
Webgility Help
Updated over a week ago
How to Optimize Cashflow with Inventory Forecasting
Learn more about how you can optimize your cash flow with inventory forecasting.
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Written by
Webgility Help
Updated over a week ago
How to Map a Tax Nexus in Webgility Desktop
Ensure the correct tax items in your accounting solution are used in transactions.
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Written by
Webgility Help
Updated over a week ago
How to Process Returns and Refunds with Webgility Desktop
Learn how to process full and partial refunds in your accounting solution.
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Written by
Webgility Help
Updated over a week ago
How to Transfer Products with Variants to Shopify or WooCommerce from QuickBooks Point of Sale
Learn how to transfer products with variants to Shopify or WooCommerce Stores from QuickBooks Point of Sale.
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Written by
Webgility Help
Updated over a week ago
How to Integrate Mailchimp
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Written by
Webgility Help
Updated over a week ago
How to Configure Packing Slips
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Written by
Webgility Help
Updated over a week ago
How to Transfer Product Variants from QuickBooks Point of Sale to BigCommerce
Learn how to transfer product variants from QuickBooks Point of Sale to BigCommerce.
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Written by
Webgility Help
Updated over a week ago
How to Post Orders to Your Accounting Solution with Webgility Desktop
Keep your books accurate by posting orders into your accounting platform automatically.
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Written by
Webgility Help
Updated over a week ago
How to Sync Inventory with Webgility Pro
Keep inventory and pricing updated across your sales channels and accounting solution to avoid overselling.
Written by
Webgility Support
Updated over a week ago
How to Filter Downloads of Specific Orders from a Source or Channel
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Written by
Webgility Help
Updated over a week ago
How to Download the Latest Accounting Data from Scratch
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Written by
Webgility Help
Updated over a week ago
How to Compare Shipping Rates
Compare shipping rates in Webgility Desktop and select the most cost-effective option.
Written by
Webgility Support
Updated over a week ago
How to Receive Inventory in Webgility Desktop
Learn how to receive inventory in Webgility in a few simple steps with a CSV or an Excel file.
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Written by
Webgility Help
Updated over a week ago
How to Download Tracking Details from ShippingEasy
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Written by
Webgility Help
Updated over a week ago
How to Set Up and Use Dropshipping with Webgility Desktop
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Written by
Webgility Help
Updated over a week ago
How to Configure Webgility Desktop for Amazon Multi-Currency Connections
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Written by
Webgility Help
Updated over a week ago
How to Archive Orders
Learn how and why to archive orders in Webgility.
Written by
Webgility Support
Updated over a week ago
How to Connect Webgility Desktop with Payment Processing
Follow these steps to integrate your Authorize.net, PayPal, or QuickBooks merchant services account.
Written by
Webgility Support
Updated over a week ago
How to Use a Standard Customer for Orders
Learn how to create and use a standard customer for each order
Written by
Webgility Support
Updated over a week ago
How to Download Orders
Learn how to manually download new orders into Webgility Desktop.
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Written by
Webgility Help
Updated over a week ago
How to Map Products or Inventory in Webgility Desktop
Learn how to map your products or inventory in Webgility.
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Written by
Webgility Help
Updated over a week ago
Map Payment Method with QuickBooks
Follow these steps to map the payment method with QuickBooks
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Written by
Webgility Help
Updated over a week ago
Overview of the Scheduler in Webgility Desktop
Learn what the Webgility Scheduler is and how to start using it.
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Written by
Webgility Help
Updated over a week ago
Auto Mapping Products via SubItem, Manufacturing Part Number, or Barcode
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Written by
Webgility Help
Updated over a week ago