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How to Sync Shopify Payment Terms into QuickBooks Desktop Using Webgility Desktop

This article helps Webgility Desktop users sync the Payment Terms from their Shopify sales channel orders directly into QuickBooks Desktop using Webgility Desktop. It explains how to configure this feature to ensure accurate payment term tracking during order posting.

Overview:

Webgility Desktop allows you to sync the Payments Terms of your Shopify sales channel orders directly into QuickBooks in the dedicated field when posting orders.

Note: This option is available for invoice-type transactions only.
 

Key Benefits

  • Maintain payment term consistency across Shopify and QuickBooks.

  • Ensure accurate posting of payment terms for all new orders.

Setting up the feature:

1). In Webgility Desktop, navigate to Connections in the menu options, then go to "Accounting/POS/ERP" and click on Sync Settings.

2). Enable Setup Transaction Terms

  • Under the Orders section, go to Posting Rules, go to "Select the transaction type for posting orders," and then click on "Setup." Then, under "Term Type," select “Use Transaction Terms” and then click on "Save."

  • Then click on "Save and Continue."

Note: If you have opted for any transaction posting rule, then you will need to configure this for each transaction setup separately.

3). Verify Payment term posting in QuickBooks

  • After setting up the feature, once your order is posted to QuickBooks, you’ll see the Payment Term associated with the Shopify order is now updated in the respective field of the QuickBooks invoice.