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How to Change the COGS Account for Fees Posting in Webgility Online

This article helps Webgility Online users update the Cost of Goods Sold (COGS) account used for posting fees in Webgility Online. It provides a step-by-step guide to modifying the COGS account through the Expense Settings, ensuring accurate fee tracking and proper posting in QuickBooks Online.

Step-by-Step Instructions

Navigate to Expense Settings

    • Log into Webgility Online.
      Go to Syns Settings > Fees.

    • Locate Fees Account Mapping
      Identify the current COGS account linked to Fees.

    • Update the COGS Account
      Click Edit or Change Account next to the Fees posting setting.
      Select or search for the new COGS Account.
      Click Save to apply changes.

    • Confirm Posting Behavior
      Review recent or sample transactions to verify Fee postings are now directed to the updated COGS account.

Notes

  • Ensure you back up your settings before making changes.