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Use Online Order Numbers in QuickBooks Desktop

Set Webgility Desktop to use each order’s online number for its QuickBooks transaction.

Overview

Choose Online Order Number in Webgility Desktop’s transaction settings before posting orders. To update orders already posted with a different number, undo their sync and post them again.

Set the transaction number
  1. In Webgility Desktop, navigate to Connections > Accounting/POS/ERP > Sync Settings.

  2. Orders > Transaction Settings.
  3. Under Settings for creating transactions, locate Transaction Numbering and select Online Order Number.
  4. Click Save to apply the changes.

Update previously posted orders

If you want to apply the new format to orders already posted:

  1. In Posted Orders, select only the orders you want to update.
  2. Right-click and select Undo Sync, then confirm.
  3. Select those orders again and choose Post to QuickBooks.
  4. Check QuickBooks Desktop to confirm the transactions show the online order numbers.

Important: Undo Sync removes the posted transaction from QuickBooks. Review the Undo Sync guide before unposting transactions.

If you have any questions or need more help, please contact our support team.