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How to Configure Discount and SKU Mappings in Webgility Desktop for QuickBooks Desktop Posting

This article helps Webgility Desktop users configure discount and product SKU mappings correctly when syncing their sales channels with QuickBooks Desktop using Webgility Desktop. It provides a step-by-step process for updating discount handling and managing SKU mappings to ensure smooth posting and accurate recordkeeping.

Understanding Discount Mapping Options

Discounts from your sales channel can be posted to QuickBooks in two ways:

  • Line Item Download of Discounts: Each discount appears as a separate line item in QuickBooks.

  • Record Discounts: The total discount amount is recorded as a single entry in QuickBooks, helping simplify financial records.

How to Change Discount Recording Settings

  1. Open Posting Settings

    • Navigate to:
      Connections > Accounting/POS/ERP > Sync Settings

  2. Modify Discount Settings

    • Locate the Discounts section.

    • Uncheck Line item download of discounts if you want to avoid listing each discount separately.

    • Ensure Record Discounts is checked.

    • Select the preferred Discount Mapping Line Item (e.g., Discount, Web Discount, etc.).

  3. Save and Test

    • Click Save to apply changes.

    • Post a test order to confirm that discounts appear in QuickBooks as expected.

Managing SKU Mapping and Product Mapping Updates

If you're making catalog updates in your sales channel or QuickBooks, updating SKU mappings in Webgility prevents order sync issues.

Steps to Update SKU Mappings

  1. Open Product Mapping

    • Go to:
      Products > All Products > Product Mapping

  2. Export Current Mapping (Optional Backup)

    • Click Export as CSV to back up your existing product mappings.

  3. Make Product Updates

    • Update your SKUs in the sales channel or QuickBooks as needed.

  4. Bulk Update Mappings

    • Use the Bulk Mapping or CSV Import option in Webgility to update product-SKU links.

  5. Review and Resolve Conflicts

    • Webgility will flag any unmapped or mismatched items. Resolve these using the on-screen prompts.

  6. Test the Configuration

    • Process a few orders and confirm they sync properly with correct item mappings.

Notes

  • Always back up existing product mappings before making large updates.

  • Any mapping mismatches can interrupt sync processes or cause posting failures.

  • If you're using multiple sales channels, repeat mapping updates for each relevant channel.