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How to Configure Shipping Easy Invoice Templates and Class Mapping for Sub-Channels in Webgility Desktop

This article helps Webgility Desktop users properly configure invoice templates and class mappings when using Shipping Easy with connected sub-channels syncing to QuickBooks Desktop. It provides step-by-step guidance to set up sub-channel sync correctly, troubleshoot common synchronization issues, and ensure seamless integration for accurate data and financial tracking.

Overview

If you use Shipping Easy with connected sub-channels syncing to QuickBooks Desktop, proper configuration of invoice templates and class mappings is essential for accurate data synchronization and financial tracking. This article walks you through the steps to set up sub-channel sync correctly, troubleshoot common sync issues, and ensure seamless integration between Shipping Easy and QuickBooks Desktop.

Step-by-Step Solution

1. Review Your Current Sub-Channel Settings

  • Log in to your Shipping Easy admin panel.

  • Navigate to Settings > Stores & Orders, then select your connected store.

  • Check the sub-channel assignments and sync options to identify which sub-channels require configuration or updating.

2. Update Invoice and Class Selection

  • Within your connected store settings, locate the Invoice Settings and Class Mapping sections.

  • For each sub-channel:

    • Select the appropriate Invoice Template based on your business needs.

    • Assign the correct Class to ensure accurate revenue tracking within QuickBooks Desktop.

  • Save your changes after updating all necessary sub-channels.

3. Initiate Data Sync and Download

  • After configuring sub-channels, trigger a manual sync:

    • Go to the QuickBooks Desktop Integration or sync section in your Shipping Easy panel.

    • Click Sync Now to push your changes and start synchronization.

  • Monitor the sync status for any errors or warnings.

  • If needed, download the updated data for reconciliation or verification purposes.

4. Troubleshoot Sync Issues

  • If your sync fails or some data is missing:

    • Review the Sync Logs in both Shipping Easy and QuickBooks Desktop for detailed error messages.

    • Confirm that your API credentials and permissions are current and have not expired or been revoked.

    • Re-map sub-channels, invoice templates, or classes if you find any discrepancies.

    • Retry the synchronization after making corrections.