Configure: Webgility Desktop
Configure integrations and build workflow in Webgility Desktop
70 articles
Written by Webgility Help Center and David Pond
How to Move Orders to Scheduled from New Orders
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.Written by Webgility Help Center. Updated over a week ago
Configure Customer Settings in Webgility Desktop
This article help you learn about the elements of Customer settings, and how to configure them.Written by David Pond. 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.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.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.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.Written by Webgility Help Center. Updated over a week ago
How to Import Tracking IDs via CSV File and Post to Store
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 connectionsWritten 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.Written by Webgility Help Center. Updated over a week ago
How to Un-map a Product in Webgility Desktop
How to un-map a mapped product in Webgility DesktopWritten 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 financialsWritten by Webgility Help Center. Updated over a week ago
How to configure shipping presets in Webgility Desktop
Shipping presets within the Webgility Shipping moduleWritten 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.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.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.Written by Webgility Help Center. Updated over a week ago
How to Download State Codes Instead of State Names in Webgility Desktop
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.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.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 DesktopWritten by Webgility Help Center. Updated over a week ago
How to Download the Latest Store Data in Webgility Desktop
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.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.Written by Webgility Help Center. Updated over a week ago
How to Post Transactions Based on the Online Store Order Status
Written by Webgility Help Center. Updated over a week ago
How to Use and Configure the Post to Store Feature
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 FinancialsWritten by Webgility Help Center. Updated this week
How to Map Shipping Methods with QuickBooks
Learn to map Shipping Methods with QuickBooksWritten by David Pond. Updated over a week ago
How to Post Transactions Based on Payment Methods
Written by Webgility Help Center. Updated over a week ago
Online Discounts with QuickBooks POS & Webgility Desktop
Learn more about working with online discounts.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.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.Written by Webgility Help Center. Updated over a week ago
How to Configure Automation Rules to Archive Orders and Post Updates
Written by Webgility Help Center. Updated over a week ago
Create Phone Orders in Webgility Desktop
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.Written by Webgility Help Center. Updated over a week ago
How To Configure Webgility Desktop to Create Purchase Orders
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.Written by Webgility Help Center. Updated over a week ago
How to Search Orders in Webgility Desktop
Written by Webgility Help Center. Updated over a week ago
How To Map Products via .CSV File
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.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.Written by Webgility Help Center. Updated over a week ago
Configure Online Order Discounts in Webgility Desktop
This article covers the Online discount settings for QuickBooks Financials with the Webgility Desktop application.Written by David Pond. Updated over a week ago
How to Process Offline Payments
Follow these steps to process phone or offline ordersWritten by Webgility Help Center. Updated over a week ago
Webgility Desktop Automated Product Sync Settings
Written by Webgility Help Center. Updated over a week ago
How to Configure Posting Orders for Wholesale and Retail
Written by Webgility Help Center. Updated over a week ago
How to Unpost Transactions from Webgility Desktop with Undo Sync
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.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.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.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.Written by Webgility Help Center. Updated over a week ago
How to Integrate Mailchimp
Written by Webgility Help Center. Updated over a week ago
How to Configure Packing Slips
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.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.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.Written by Webgility Help Center. Updated over a week ago
How to Filter Downloads of Specific Orders from a Source or Channel
Written by Webgility Help Center. Updated over a week ago
How to Download the Latest Accounting Data from Scratch
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.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.Written by Webgility Help Center. Updated over a week ago
How to Download Tracking Details from ShippingEasy
Written by Webgility Help Center. Updated over a week ago
How to Set Up and Use Dropshipping with Webgility Desktop
Written by Webgility Help Center. Updated over a week ago
How to Configure Webgility Desktop for Amazon Multi-Currency Connections
Written by Webgility Help Center. Updated over a week ago
How to Archive Orders
Learn how and why to archive orders in Webgility.Written by Webgility Help Center. Updated over a week ago
How to configure the Store Settings in Webgility Desktop
Learn how to configure Store Settings in Webgility desktop.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.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 orderWritten by Webgility Help Center. Updated over a week ago
How to Download Orders
Learn how to manually download new orders into Webgility Desktop.Written by Webgility Help Center. Updated over a week ago
How to Retrieve Tracking ID from QuickBooks and Post to Store
Learn how get tracking details from QuickBooks and post them to storeWritten by David Pond. Updated over a week ago
How to Map Products or Inventory in Webgility Desktop
Learn how to map your products or inventory in Webgility.Written by Webgility Help Center. Updated over a week ago
Map Payment Method with QuickBooks
Follow these steps to map the payment method with QuickBooksWritten 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.Written by Webgility Help Center. Updated over a week ago