How to Create Purchase Orders in QuickBooks Desktop and POS Systems Using Webgility Desktop
This article guides Webgility Desktop users on how to create and manage Purchase Orders (POs) into QuickBooks Desktop through Webgility Desktop, helping users streamline their purchasing workflows efficiently.
This article will guide you on how to handle PO creation through Webgility Desktop
Key Integration Points
- Shopify → QuickBooks Desktop: Direct downloading/import of POs from Shopify to QBD is not supported.
- Webgility Desktop: Used as an integration layer; POs cannot be pulled directly from Shopify but can be created manually and linked with orders.
- QuickBooks POS: POs can be created natively within QB POS, and these can later be synced for inventory updates.
- Lightspeed POS: Considered for future seamless POS/order integration.
Step-by-Step Guidance
1. Enable and configure the Purchase Order feature by going to the Posting Settings. You can find that by navigating through Connections > Accounting/POS/ERP > Posting Settings.
2. Once in posting settings, navigate to the posting rules tab, and under the section Enable related transactions, select the checkbox next to Purchase Orders.
3. Once Purchase Orders is selected, a new tab titled Purchase Order will appear - click on this tab. Now, you will be able to configure all of your Purchase order settings.
4. By selecting Setup in the Purchase order settings, you can define the settings for the creation of your purchase orders.
5. Navigate through each field and make relevant selections - you are able to create purchase orders based on your unique needs. Mandatory fields are those that are highlighted with red asterisks; learn about these fields below.
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Ship to address, here you can choose your address or your customer’s shipping address.
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Template, Select one from the dropdown. Each template is pulled directly from QuickBooks.
For all of the other fields, select the options that match your preferences.