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Using Company Matching in Webgility Desktop to Manage Shopify B2B Orders

This article helps Webgility Desktop users understand and utilize the Company Matching feature in Webgility Desktop for Shopify B2B orders. It explains how this feature enables accurate mapping and posting of Shopify B2B transactions into QuickBooks Desktop under the correct company records, helping users distinguish B2B from B2C activity, organize multi-location business customers, and maintain cleaner financial data.

Overview

Webgility Desktop now supports Company Matching for Shopify B2B orders, allowing you to accurately map and post Shopify B2B transactions into QuickBooks Desktop under the correct company records. This feature helps you distinguish B2B from B2C activity, organize multi-location business customers, and maintain cleaner financial data.

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

 Key Benefits

  • Improved Order Management
     Match Shopify B2B orders with the correct customer company in QuickBooks Desktop.

  • Better Financial Tracking
     Separate B2B orders from standard transactions for more accurate reporting and insights.

How to Set Up Company Matching

1. Navigate to Sync Settings

  • Open Webgility Desktop

  • Go to Connections > Accounting / POS / ERP

  • Click on Sync Settings

  1. Enable Company Matching
  • Under Customers Settings, locate the option:

    Enable B2B Company matching criteria for orders

  • Check the box to enable it

  1. Define Matching Criteria

From Shopify (Sales Channel), choose:

  • CompanyID + LocationID

  • CompanyID + LocationID + Company Name

  • CompanyID + Company Name

  • Company Name + LocationID

  • Company Name + Location Name

  • Company Name

 From QuickBooks Desktop, choose:

  • Customer Name

Tip: Choose the combination that most closely reflects how your customers are structured in both platforms.

4. Set a Rule for Missing Companies

If the matching criteria do not find a customer in QuickBooks Desktop, you can choose one of the following fallback actions:

  • Create a new customer in QuickBooks Desktop based on the criteria

  • Mark an error and allow you to create the customer manually

 Select your preferred option and click Save and Continue

5. Test the Integration

  • Process a test order from your Shopify B2B store

  • Post it through Webgility Desktop and verify that it:

    • Maps to the correct QuickBooks Desktop customer

    • Appears with expected B2B customer details in the QuickBooks Desktop transaction