How to Download Settlement Reports in Webgility Desktop
This article helps Webgility Desktop users with the instructions on downloading settlement reports by date range or Settlement ID in Webgility Desktop. Users can select “Get Report”, choose the desired range, download the report, post it to QuickBooks, and mark it as settled once processing is complete.
To download a settlement report by range in Webgility, select "Get Report" and choose date ranges or Settlement ID. After downloading, post it to QuickBooks and mark as settled once completed.
Steps to Download the Settlement Report by Range:
-
To download the settlement report in Webgility, navigate to Orders, then go to Amazon, and click on Settlement Report.
-
To download settlement reports, click Get Report.
-
The Get Report button includes a dropdown menu that allows you to download settlement reports by Date Range, Settlement ID, or Manually by importing a CSV file downloaded from Amazon Seller Central.
-
When downloading by Date Range, you have three options:
-
Start Availability Date – Use this if you are trying to re-download older settlement reports (more than 120 days old) after requesting them within Seller Central.
-
End Availability Date – This aligns with the Start Availability Date and sets the endpoint for retrieving settlement reports. It is recommended to leave this as the current date.
-
Settlement Start Date – Use this option to retrieve settlement reports from recent settlement periods based on the start date of the settlement period.
-
After selecting your desired range, click Get Report. The reports will begin downloading. If you are retrieving multiple reports or a report with a large volume of orders, the process may take a few minutes.
-
Once the reports finish downloading, they will be listed on the screen.
Steps to Download Settlement Report Manually:
Refer to the Import an Amazon Settlement Report Manually