How to integrate a New Sales Channel and QuickBooks with Webgility Desktop

This article will guide on how to integrate a New Sales Channel and QuickBooks with Webgility Desktop

Steps to Add and Integrate a New Sales Channel

1. Add the New Store/Sales Channel

• Navigate to the Webgility Dashboard >> Connections.

• Select Sales Channels > Add New Channel.

• Enter required store details:

  • Store name

  • URL

  • Store type (e.g., Shopify, Magento, etc.)

• Click Save to add the new sales channel.

2. Steps to Connect Webgility Desktop with QuickBooks

1. Add Accounting Integration
   Navigate to:
   Connections > Accounting/POS/ERP > Add Connection

2. Select QuickBooks Version
   Choose the appropriate version of QuickBooks from the dropdown menu.

3. Open QuickBooks Company File
   Launch the specific QuickBooks company file you want to connect.

4. Log in as Admin in Single-User Mode

   • Log in to QuickBooks using the admin account.

   • Switch to Single-User Mode.
     Note: Admin login is required only for the connection setup. After the setup and initial data sync, you can return to another user account or switch back to Multi-User Mode.

5. Find the Company File Location

   • Press F2 or Ctrl + 1 to open the Product Information window in QuickBooks.

   • Locate and copy the Company File Location.

6. Paste the File Path in Webgility

   • Paste the copied file path into the Company file location field in Webgility’s connection window.

   • Click Connect to QuickBooks.

7. Authorize Webgility in QuickBooks

   • A QuickBooks Application Certificate window will pop up.

   • Grant access to Webgility by selecting the appropriate permission settings.

8. Continue Setup

   • Click Continue in QuickBooks to confirm the authorization.

9. Configure Order Processing Settings

• You’ll be redirected to the Order Processing Settings screen in Webgility.

• Set up the basic order processing rules and click Continue.

1. Configure Detailed Posting Rules

• Select Configure my posting settings for advanced configuration.

• Set your desired rules for posting orders to QuickBooks.

• Click Go to Settings to complete the setup.

3. Data and Configuration Verification

• Initiate a test sync from the new sales channel to QuickBooks.

• In QuickBooks, verify the following:

  • Products are imported with accurate SKUs and descriptions.

  • Inventory levels match between systems.

  • Orders and customer data are consistent. 

Reference links

Sales Channel Connection

Quickbooks connection