How to Set Webgility to Mark Orders with No Payment Method as Unpaid in QuickBooks
This article helps Webgility Desktop users configure settings to automatically mark orders without a payment method as unpaid when syncing to QuickBooks Desktop Enterprise. It ensures accounting accuracy when payment details are missing from incoming orders.
Overview
This guide explains how to configure Webgility Desktop so that any order without a payment method is automatically marked as unpaid when synced to QuickBooks. This helps ensure your accounting records remain accurate when payment information is missing.
Prerequisites
-
Admin access to Webgility Desktop
Steps to Configure the Setting
1. Open Webgility Desktop and Navigate to Sync Settings
-
Launch Webgility Desktop
-
Go to Connections > Accounting POS/ERP
-
Select QuickBooks and click on Sync Settings
2. Locate the Order Payment Mapping Section
-
In the Sync Settings window, navigate to:
Orders > Post transactions Based on Payment Method
3. Set the Rule for Blank Payment Method
-
Under the payment method rules, locate the option for when “Anything else”
-
Click on the Setup and set the action to “Mark the order as unpaid”
-
Click Save Then Save and Continue.
4. Test the Configuration
-
Import or create a test order in Webgility that does not have a payment method
-
Post the order to QuickBooks
-
Open QuickBooks and confirm that the invoice or sales receipt is marked as unpaid
If You Need to Update Webgility
-
If you're experiencing login issues, download and install the latest version from portal.webgility.com
-
If you're logged in and just need to check for updates:
-
Go to Help > Check for Updates > Update from the Webgility menu
-