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Managing Shopify B2B Orders in Webgility Online with Company Mapping and Discount Handling

This article helps Webgility Online users manage Shopify B2B orders more accurately by using a new feature that matches company data from Shopify to customer records in QuickBooks Online. It ensures seamless customer mapping, particularly when multiple locations exist under a single company. The article also explains how users can post order-level discounts differently into QuickBooks Online.

In Shopify B2B, companies and their locations are listed under the Customers section. Webgility Online now allows you to match B2B orders based on this company information, so each order is recorded correctly in QuickBooks.

Note: This feature is available only for Shopify B2B sales channels.

 Benefits of Company Matching

  • Accurate Customer Mapping – Match B2B orders to the right customer in QuickBooks.

  • Better Financial Tracking – Keep B2B and regular orders separate for improved reporting.

  • Organized Records – Eliminate confusion when companies have multiple ordering locations.

 How to Set It Up

Follow these steps to enable company matching for Shopify B2B orders:

  1. In Webgility Online, go to
    Sync Settings > Customers

  2. Scroll down to the option:
    Enable different customer mapping for B2B orders?

  3. Toggle the switch to Enable

  4. Choose your preferred matching method:

    • Company → Match with Customer Name

    • Company, Location → Match with Customer Name

  5. Click Save to apply the changes

For detailed steps, refer to the official article:
🔗 Introducing Company Matching for Shopify B2B Orders in Webgility Online

 How It Works

  • Webgility Online checks for a matching customer in QuickBooks based on your selected criteria.

  • If a match is found, the order is posted normally.

  • If no match is found, the order will be flagged as an error for your review.

Setup for posting discounts in Webgility Online

You can also customize how discounts are posted to QuickBooks — either as part of the subtotal or as a separate line item.

 To set up discounts:

  1. In Webgility Online, navigate to
    Sync Settings > Discounts

  2. Toggle the discount feature to Enable

  3. Choose your preferred Discount Item

  4. Click Save to apply the changes

 Note:

  • When enabled, discounts will be posted as a separate line item in QuickBooks

  • When disabled, discounts will be included within the order subtotal

For detailed instructions, refer to this article:
🔗 Setup Discount in Webgility Online