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Release notes for Webgility Online v8.21.0

This article highlights the new features introduced in Webgility Online v8.21.0 for Shopify users. The release enables users to record each payment received from Shopify directly into QuickBooks, simplifying bank reconciliation, ensuring accurate accounts receivable, and providing visibility into partial, full, or split payments. Additionally, users can now sync payment status back to Shopify when an invoice is marked as paid in QuickBooks, maintaining consistency between platforms, reducing manual updates, and ensuring Shopify order statuses accurately reflect real payment activity. These enhancements improve workflow efficiency and provide better financial visibility for Shopify merchants.

Webgility Online 8.21.0 is liveWe're thrilled to introduce new features on Webgility Online for Shopify users.What's new?
  • Record each payment as received from Sales Channel: User can now record each payment as received on Shopify to QuickBooks. This will help in:◦
    • Simplify bank reconciliation by matching QuickBooks payments to actual deposits.
    • Ensure accurate accounts receivable by reflecting the correct outstanding.
    • Gain better visibility into partial, full, or split payments across orders.
  Refer help article for more details
  • Sync Payment Status to Shopify when invoice is paid in Quickbooks: User can now update payment status of an order in Shopify when corresponding invoice is marked as paid in Quickbooks, this will helps in :
    • Maintain consistency in accounts receivable across Shopify and QuickBooks.
    • Avoid manual status updates for paid orders in Shopify.
    • Ensure order status in Shopify reflects real payment activity from QuickBooks.
    • Ideal for businesses that manage payments primarily through QuickBooks but want real-time visibility in Shopify.
Refer help article for more details