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How to Handle Shopify Item Setup, Posting, Reposting, and Unsyncing Orders in Webgility for QuickBooks Desktop

This article helps Webgility Desktop users in syncing items, adjust posting settings, repost transactions, and unsync orders between Shopify and QuickBooks Desktop. It aims to ensure accurate data flow and transaction management across both platforms through Webgility Desktop.

This article will guide you on operational steps for using Webgility Desktop to sync items, adjust posting settings, repost transactions, and unsync orders between Shopify and QuickBooks Desktop.

Item Creation from Shopify to QuickBooks Desktop

  1. Update Webgility

    • Navigate to Help > Check for Updates in Webgility to ensure latest version is installed.

  2. Reconnect QuickBooks Desktop

    • Go to Connections > Accounting/POS > Edit Connection and follow prompts to authorize the company file.

  3. Download Items from Shopify

    • In Webgility: click on Products > and then download the list of products from your sales channel and QuickBooks company file.
    • Review and map items as needed.

  4. Configure Product Presets

    • Access Settings > Products > Product Presets.
    • Map new product defaults for smooth item creation in QuickBooks Desktop.

Adjusting Posting Settings

  1. Go to Connections > Accounting/POS  > Sync Settings and go to the posting settings tab.
  2. Review and update options for order posting (e.g., order types, customer records).
  3. Save changes and process a test order to verify adjustments.

Managing Transaction Reposting

  1. In Orders View, filter to desired order date range (e.g., May 1, 2024 to present).
  2. Select impacted transactions.
  3. Click More Actions > Repost to QuickBooks.
  4. Confirm that reposted transactions appear correctly within QuickBooks Desktop.

Unsyncing Orders

  1. Still in Orders View, filter to date range (May 1, 2024 to present).
  2. Select orders requiring unsync.
  3. Choose More Actions > Unsync from QuickBooks.
  4. Verify orders show as unsynced in Webgility and are removed from QuickBooks Desktop if required.