How to Create or Transfer Missing Products to QuickBooks Desktop Using Webgility Desktop
This guide helps Webgility Desktop users create or transfer missing products from sales channels to QuickBooks Desktop using Webgility Desktop. It provides step-by-step instructions for creating individual or bulk products and ensures all required information is accurate for effective accounting.
Follow these steps to create or transfer products you're selling in your sales channels that are missing in QuickBooks Desktop:
Create Missing Products in QuickBooks Desktop with Webgility Desktop:
1). Navigate to Products and then Missing in QuickBooks.
2). Click on the product that you need to create, and then click on the 'Create Product' button. You need to fill the product description in the 'Review Presets' section.
3). Once you've confirmed everything is correct, click Create Product. You can create one or more products that are selected.
4). Next, you will receive a pop-up notifying you of the status of your transfer.
Creating Products in Bulk:
You can create products in Bulk as well by selecting multiple items on the left side of the page, confirming the descriptions and presets, and clicking Continue.
Note: When transferring products, keep in mind that the information on the opposite end of the transfer may not be 100% complete. For example, when transferring from your channels, there will be information missing that your accounting solution needs for tracking. Specifically, most channels do not require an item cost, but the cost is needed in your accounting solution for accurate profit and loss reporting.
If you are having issues with the product mapping, kindly take a look at the following help article: How to Map and Fix Product Inventory in Webgility Desktop.