Accessing Additional Settings:
The Additional Settings section in Webgility Desktop allows you to control how order data — such as check numbers, payment references, PO numbers, and payment dates — is mapped to QuickBooks transaction fields during sync.
In Webgility Desktop, navigate to Connections, then go to Accounting/POS/ERP and click Sync Settings. Under the Orders section, open the Transaction Settings tab and expand the Additional Settings section by clicking the chevron icon. You can then map order-related data by selecting the appropriate value for each field to post to the corresponding QuickBooks transaction field. Once configured, click Save to apply your changes.
Fields to configure:
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Check Number Field: This is where you put the number of the check you're using to pay for something. It helps you and others keep track of which check was used for what. The options available to post are-
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Online PO #
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Order # without prefix
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Phone # without prefix
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Transaction ID
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Transaction ID without prefix
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Other Field: Use this field to store supplementary transaction data not covered by other fields — for example, a tracking reference or card type. The options available to post are -
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Tracking ID
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Store Other Field
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Billing Email
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Shipping Email
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Online PO#
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Payment Method
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Order #
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Order # without Prefix
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Card Type/Name
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Payment Reference Field: Use this field to record a reference that links the payment to a specific invoice, bill, or order in QuickBooks. The options available to post are -
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Online PO#
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Store Name : Order #
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Order #
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Order # without prefix
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Last 4 digit of credit card #
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Email
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Customer Name
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Customer Name : Order #
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Customer Comments
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Transaction ID
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Transaction ID without Prefix
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PO Numbering: This is where you put the number of the purchase order (PO) related to the transaction. It's useful for keeping things organized and making sure the right orders are matched with the right payments. The options available to post are -
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Online PO#
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Store Name : Order #
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Order #
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Order # without prefix
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Last 4 digit of credit card #
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Email
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Customer Name
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Customer Comments
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Transaction ID
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Transaction ID without Prefix
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Payment Memo: Use this field to add a brief memo describing the purpose or context of the payment as it will appear on the QuickBooks transaction. The options available to post are -
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Online PO#
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Store Name : Order #
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Order #
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Order # without prefix
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Last 4 digit of credit card #
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Email
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Customer Name
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Customer Name : Order #
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Customer Comments
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Transaction ID
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Transaction ID without Prefix
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Transaction #
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Transaction # without Prefix
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Payment Method : Transaction ID without prefix
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Payment Date: This is simply the date when you made the payment. It's important for keeping track of when money moves in and out of your accounts. The options available to post are -
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Order Date
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Order date + 3 Business Days
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Ship Date
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Date of posting to Quickbooks Desktop system
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Customer Message: Select a pre-defined message to display to the customer on their QuickBooks transaction document (such as an invoice or sales receipt). The options available to post are -
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Please remit to above address.
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Thank you for your business.
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All work is complete!
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It’s been a pleasure working with you!
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We appreciate your prompt payment.
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None(blank)
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