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How to Properly post Multi-Currency Shopify Orders to QuickBooks with Webgility Desktop

This article helps Webgility Desktop users in configuring settings  in Webgility Desktop to recognize and download Shopify orders in their original transaction currency without automatic currency conversion. This setup helps ensure accurate financial reporting in QuickBooks Desktop.

Guide with the operational steps to configure Webgility so that it recognizes and synchronizes Shopify orders in the original transaction currency, without automatic conversion, ensuring accurate reporting in QuickBooks.

Pre-Requisites for Multi-Currency:

Before you begin, ensure the following are set up in QuickBooks:

  1. Enable Multi-Currency:

    • Multi-currency functionality must be turned on in your QuickBooks settings.

  2. Standard Customer Accounts:

    • Create a Standard customer account for each currency you plan to use.

  3. Accounts Receivable (AR) Accounts:

    • Set up separate AR accounts for each currency.

  4. Deposit Accounts:

    • Make sure you have deposit accounts corresponding to each currency.

  5. Vendor Information:

    • Ensure that vendor information is properly configured to match the currency you’ll be using for transactions.

Pro Tip:

Enable multi-currency in QuickBooks before using it in Webgility. Skip if already activated and set up in QuickBooks.

​Note: Once activated, the multi-currency feature in QuickBooks cannot be deactivated.

How to enable multicurrency in QuickBooks:

You can achieve this by navigating to QuickBooks, selecting Edit, Preferences, select Multiple Currencies, and setting up the desired currencies for your chart of accounts.

Once enabled in QB, open Webgility, navigate to Connections > Accounting/POS/ERP, and under Customers, click on the refresh button in the bottom right corner. After the settings are refreshed you will see a new option, “Map customer currency.”

Steps to configure multi-currency in Webgility: 

1). When you are ready to start configuring the multi-currency setup in Webgility, go to Integrations, select Accounting/POS/ERP, and then click Posting Settings.

2). Select Customers. Then choose Use this customer for all orders.

3). Then enable Map customer currency, and select customers under Setup standard customer option

4). Next, choose how you want to map currency. You have three options, including:

  • Map by Store Currency

  • Map by Country

    Map by Price Level.


Note: For the particular currency the Deposit account, Account receivable and the customer that you are using should be in the same currency. Eg: for CAD the Standard customer, deposit account and AR account should be in CAD
If the currency you need is not available in the drop-down, enter the currency in the Store Currency box and click on Add Mapping button.