How to Map Multiple Currencies in Webgility Desktop

Pre-Requisites in QuickBooks Desktop

Before enabling multi-currency in Webgility, ensure the following are properly set up in QuickBooks:

• ✅ Enable Multi-Currency
  Navigate to Edit > Preferences > Multiple Currencies, and turn it on.

  Note: Once enabled, this feature cannot be turned off.

• ✅ Standard Customers per Currency
  Create a standard customer in QuickBooks for each currency you plan to support.

• ✅ Accounts Receivable (AR) per Currency
  Set up separate AR accounts for each supported currency.

• ✅ Deposit Accounts per Currency
  Add matching deposit accounts in the same currencies.

• ✅ Vendor Currency Setup
  Ensure vendor currency settings match the currency used for transactions.

Steps to Enable and Map Multiple Currencies in Webgility

1. Refresh QuickBooks Settings in Webgility
   After enabling multi-currency in QuickBooks:

   • In Webgility, go to Connections > Accounting/POS/ERP > Sync Settings

   • Under the Customers section, click the Refresh icon (bottom-right corner)
     This will sync your new QuickBooks settings with Webgility.

2. Open Posting Settings

   • Go to: Connections > Accounting/POS/ERP > Sync Settings

   • Select the Customers tab

3. Enable Currency Mapping

   • Choose: Use this customer for all orders

   • Enable the Map Customer Currency checkbox

   • Under Setup standard customer, choose customers for each currency

4. Choose a Mapping Strategy
   You can map currencies using one of the following:

   • Store Currency: Match based on the online store's currency

   • Country: Match based on the customer’s country

   • Price Level: Match based on QuickBooks price levels

   💡 Tip: All associated accounts (Customer, AR, and Deposit) must be in the same currency.
   Example: For CAD orders, use CAD-specific AR account, deposit account, and customer.

5. Add New Currency Mappings

   • If your currency is missing from the dropdown:
     Enter the Store Currency manually and click Add Mapping

6. Optional: Flag Orders with Missing Currency

   • Check Flag order with error status when currency is blank
     This ensures orders without assigned currency appear as errors for review.

Notes

• Multi-currency cannot be disabled in QuickBooks once activated.

• Only customers, AR accounts, and deposit accounts with matching currencies will be available for mapping.

• Incorrect or incomplete mappings may lead to errors during order posting.