Configure: Webgility Desktop

Configure integrations and build workflow in Webgility Desktop

Webgility Help Center avatar
64 articles in this collection
Written by Webgility Help Center

How to Move Orders to Scheduled from New Orders

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Add Multiple FedEx Accounts in Webgility Desktop

Have multiple FedEx accounts? Learn how you can add them.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Import Tracking IDs via CSV File and Post to Store

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Recommended Order Download Settings for Amazon

It is recommended to select these settings for all Amazon connections
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Unmap a Product in Webgility Desktop

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Recommended Posting Settings for QuickBooks Financials in Webgility Desktop

Our basic recommended posting settings for QuickBooks financials
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Set Up Consolidated Sync in Webgility Desktop

Learn how to set up consolidated or batch sync.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Download State Codes Instead of State Names in Webgility Desktop

Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Map Products While Posting Orders

Learn how to map products while posting orders from Webgility Desktop
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Download the Latest Store Data in Webgility Desktop

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Track Payment Processor Fees with Webgility Desktop

Learn to configure Webgility to track PayPal or Stripe payment fees.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Post Transactions Based on the Online Store Order Status

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Use and Configure the Post to Store Feature

Webgility Help Center avatar
Written by Webgility Help Center
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
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Post Transactions Based on Payment Methods

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Online Discounts with QuickBooks POS & Webgility Desktop

Learn more about working with online discounts.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Download Customers' Data in Webgility Desktop

Learn how to download customers in Webgility Desktop.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Advanced Inventory Settings in Webgility Desktop

Learn how to configure advanced inventory options in the Webgility Desktop application.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Configure Automation Rules to Archive Orders and Post Updates

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Create Phone Orders in Webgility Desktop

Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How To Configure Webgility Desktop to Create Purchase Orders

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Map Multiple Currencies in Webgility Desktop

Simply follow these steps to map countries and currencies in Webgility.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Search Orders in Webgility Desktop

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How To Map Products via .CSV File

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Prevent Overselling with Inventory Automation

Learn how you can prevent overselling with inventory automation.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Shipping Workflows in Webgility Desktop

Learn more about supported shipping carriers and basic shipping workflows.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Process Offline Payments

Follow these steps to process phone or offline orders
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Webgility Desktop Automated Product Sync Settings

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Configure Posting Orders for Wholesale and Retail

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Unpost Transactions from Webgility Desktop with Undo Sync

Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Integrate Mailchimp

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Configure Packing Slips

Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Filter Downloads of Specific Orders from a Source or Channel

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Download the Latest Accounting Data from Scratch

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Compare Shipping Rates

Compare shipping rates in Webgility Desktop and select the most cost-effective option.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Download Tracking Details from ShippingEasy

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Set Up and Use Dropshipping with Webgility Desktop

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Configure Webgility Desktop for Amazon Multi-Currency Connections

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Archive Orders

Learn how and why to archive orders in Webgility.
Webgility Help Center avatar
Written by Webgility Help Center
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.
Webgility Help Center avatar
Written by Webgility Help Center
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
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Download Orders

Learn how to manually download new orders into Webgility Desktop.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Map Products or Inventory in Webgility Desktop

Learn how to map your products or inventory in Webgility.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Map Payment Method with QuickBooks

Follow these steps to map the payment method with QuickBooks
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

Overview of the Scheduler in Webgility Desktop

Learn what the Webgility Scheduler is and how to start using it.
Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago