Product Guide
Everything you need to get started, troubleshoot, and make the most of Webgility Desktop.
- How To View the Current Version on Webgility Desktop
- Take a Tour of Webgility Desktop
- Work with RightWorks to Host QuickBooks and Webgility Desktop
- How to Manually Install SQL 2016 for Webgility Desktop
- Install Webgility Desktop on Additional Computers
- Key Features in Webgility Desktop
- Installation Guide for Webgility Desktop
- How to Manually Install SQL 2019 for Webgility Desktop.
- Webgility ReCap: Your Video Guide to Install, Configure and Customize Webgility Desktop
Setup: Shipping
- How to Configure Default Shipping Settings
- How to Configure Packing Slip
- How to configure shipping presets in Webgility Desktop
- Configure bin location on Pick List
- How to add multiple Shipping Addresses in Webgility Desktop
- How to Record Shipping Charges in QuickBooks Based on Different Shipping Carriers
- Shipping Workflows in Webgility Desktop
Setup: Orders
- How To Ignore Shopify Orders From Various POS Locations
- How to Set a Suffix and Prefix for QuickBooks Transactions
- Create Customer Jobs Under Standard Customer
- Configure Online Order Discounts in Webgility Desktop
- Recommended Order Download Settings for Amazon
- Recommended Settings for Amazon with Webgility Desktop
- Recommended Posting Settings for QuickBooks Financials in Webgility Desktop
- How to Set Up Online Discounts with QuickBooks POS in Webgility Desktop
- How To Configure Webgility Desktop to Create Purchase Orders
- How to Configure Automation Rules to Archive Orders and Post Updates
- Electronic Data Exchange (EDI) Purchase Order Workflow
- How to Set Up Order, Product, & Shipment Alerts
- How to Post Transactions Based on Order Types in Webgility Desktop
- How to configure the Sales Channel Settings in Webgility Desktop
- How to configure posting configurations based on 3rd party apps in Webgility Desktop
- Set Up Consolidated Posting in Webgility Desktop
- How to Set Up Marketplace Facilitator Taxes in Webgility Desktop
- How to Configure Order Posting Settings for Wholesale and Retail Sales
- How to handle the removed item available on the Shopify Order in Webgility Desktop.
- How to Filter Shopify Orders by Shipping (Fulfillment) and Payment Status in Webgility Desktop
- Configuring Additional Settings for Posting Order Data in QuickBooks
- How to set up posting configuration based on the store in Webgility Desktop
- Configure eBay to Post Invoice With Webgility Desktop
- Recommended Settings for Large Order Volume
Features & Functionality: Connections
- Best Practices for QuickBooks POS Users
- How to Map Avalara AvaTax Codes
- Avalara AvaTax and Webgility Desktop FAQs
- How to Set Up Tax Items in QuickBooks POS
- Accounting Consultation for Webgility Desktop and QuickBooks
- Calculate Taxes in QuickBooks with Avalara
- QuickBooks Company File Size Limitations
- Upgrade Walmart Connection in Webgility Desktop to Comply with OAuth
- Optimal Tax Set Up for Webgility Desktop and QuickBooks POS When Linked to QuickBooks Financials
- Using Webgility Desktop with Multiple QuickBooks Files
Features & Functionality
- How to enable or disable display settings in Webgility Desktop.
- How to use Filter options in Webgility Dashboard
- Sync Payment Status for orders from QuickBooks to Shopify using Webgility Desktop
- Sync Payment for orders from Shopify into QuickBooks using Webgility Desktop
- Sync Payment Terms for orders from Shopify to QuickBooks using Webgility Desktop
- Advanced Settings in Webgility Desktop: for Order Download and Posting
- How to transfer customers from accounting to the sales channel and vice versa
- How to Restore a Webgility Database Backup
- How to Set Up Multi-State Tax for Canada
- How to check the Usage activity on WD and Last Login Details
- How to Download the Latest Sales Channel Data & Products in Webgility Desktop
- How to Download State Codes Instead of State Names in Webgility Desktop
- Manage User Privileges and Login Details
- How to Void Refunded Transactions
- How to Map a Tax Nexus in Webgility Desktop
- How to Download Customers' Data in Webgility Desktop
- How to pay the fee for a customization in Webgility Desktop
Integrations: Shipping Solutions
- How to Connect Webgility Desktop with ShipStation
- How to Connect Webgility Desktop with Shift4Shop
- Upgrade UPS Connection in Webgility Desktop to Comply with OAuth 2.0
- UPS SurePost Service Changes: What Webgility Users Need to Know
- How to Connect Webgility Desktop to ShippingEasy
- Add Shipping Easy & Ship Station as a Sales Channel Connection
- How to Integrate UPS with Webgility Desktop
- How to Integrate Stamps with Webgility Desktop
Setup: Products
Getting Started with Webgility Desktop
- How to Run Webgility & QuickBooks Applications as Admin
- How to Update Your Webgility Desktop Software
- How to Compare Shipping Rates
- Webgility ReCap: Your Video Guide to Install, Configure and Customize Webgility Desktop
- How to Connect Webgility Desktop to QuickBooks Online
- Webgility Desktop Upgrade Guide: For Versions Pre-9.8.4
- Update Your Webgility Desktop Extension
Setup: Customers
Features & Functionality: Orders
- Online Discounts with QuickBooks POS & Webgility Desktop
- Post orders based on currency
- How to Download Orders in Webgility Desktop
- Don’t Post Orders with Zero Amount to QuickBooks
- How to Sync Orders to Salesforce CRM with Webgility Desktop
- How to Record Refunds in QuickBooks Point Of Sale
- How to Import Tax Mapping Through CSV File in Webgility Desktop
- How to View Posted Order Details in QuickBooks Using Webgility Desktop
- Use Sales Orders with QuickBooks POS and Webgility Desktop
- How to Search Orders in Webgility Desktop
- Orders and Profitability Report in Webgility Desktop
- How to Filter Downloads of Specific Orders From a Source or Channel
- How to Post Transactions Based on the Online Sales Channel Order Status
- Download Orders By ID
- Process Returns and Refunds using Webgility Desktop with NetSuite
- How to Cancel Orders with Webgility Desktop
- How to Archive Orders
- How to Post Orders to Your Accounting Solution with Webgility Desktop
- How to Use a Standard Customer for Orders
- Historical Data Download - Webgility Desktop
- How to Use QuickBooks POS Multi-Store with Webgility Desktop
- How to Resolve Order Conflict When Orders are in the Updates Tab
- How to Configure Webgility Desktop for Amazon Multi-Currency Connections
- How to Process Returns and Refunds with Webgility Desktop
- How to Use the QuickBooks Enterprise Sales Order Fulfillment Workflow
- Syncing PO Numbers of your Shopify Orders using Webgility Desktop
- How to Process Shopify Returns and Refunds with Webgility Desktop
- Shopify Order Edit Handling in Webgility Desktop
- How to Use and Configure the Post-to-Store Feature
- How to Export Orders in Webgility Desktop
- How to create Purchase Orders for Dropship Items
- How to create transactions based on "Sales Channels" in Webgility Desktop
- Importing Orders via CSV in Webgility Desktop
- Create Phone Orders in Webgility Desktop
- How To Download Orders From a Backdate
- How to delete orders permanently in WD
- How to Map Products While Posting Orders
- How to Map Multiple Currencies in Webgility Desktop
- How to Unpost Transactions from Webgility Desktop with Undo Sync
- Download Order Tag as a Line Item from Shopify
Setup
Integrations: Marketplaces
- Amazon Workflow
- Newegg Integration
- How to Connect Walmart with Webgility Desktop
- How to Connect Webgility Desktop with Square
- How to Connect with eBay
- How to Create an Amazon Product Listing
- How to Connect Webgility Desktop with Etsy
- Advanced Settings in Webgility Desktop: Amazon Sales Channel
- How to Connect Webgility Desktop with Reverb
- How to Connect Webgility Desktop to your Amazon Sales Channel
Integrations: Accounting Solutions
- How to Connect Webgility Desktop with QuickBooks Enterprise, Pro, or Premier
- External Component Has Thrown An Exception
- How to Connect Webgility Desktop to Your QuickBooks Pro, Premier, Enterprise & POS
- How to Activate Webgility within QuickBooks Enterprise 2022
- NetSuite Menu Guide
- Change the QuickBooks Online File to a Different File in Webgility Desktop
- Recommended Posting Settings for NetSuite in Webgility Desktop
- How to Test QuickBooks Connection in Webgility Desktop
- How to Connect Webgility Desktop with QuickBooks Enterprise 2022
- How to Connect Webgility Desktop with QuickBooks Enterprise 22
- A Guide to Webgility Desktop - NetSuite Integration
- How to Connect Webgility Desktop with QuickBooks POS 19
- Resolve Connection Issues with QuickBooks Point of Sale and Webgility Desktop
Features & Functionality: Taxes, Discounts, Fees & Payouts
- Shopify Payout Reconciliation in Webgility Desktop with QuickBooks Desktop integration
- Overview of Amazon Workflow with Webgility Desktop
- Recommended Settings for Shopify and PayPal Fees in Webgility Desktop
- Managing Amazon International Tax in Webgility Desktop
- Resolve Order Total Mismatch Issues During Shopify Payout Posting
- Webgility Desktop Shopify Marketplace Tax
- Discount Posting Settings for QuickBooks Desktop
- How to Post / Not Post Payment Fees Along With Orders
- Set Up eBay Expenses & Fees in Webgility Desktop
- Granular Posting for PayPal Transaction Fee with Recommended Shopify Payout Setup
Frequently Asked Questions
- How to Create a Database Backup and Restore It
- How to Update Tracking ID for Partially Shipped Orders
- Google Sign-in for Webgility Pro, Webgility Intelligence, & Webgility Portal
- WooCommerce with Webgility Desktop: FAQ
- Shopify with Webgility Desktop: FAQ
- System Requirements for Webgility Desktop
- Webgility Payments FAQs
- Order Re-download in Webgility Desktop
- How to re-download a Shopify payout report in Webgility Desktop
- eBay Sales Channel Products Download
- Why You Should Use a Clearing Account
- NetSuite: How to Set Price Level in Transactions
- Shopify Payout Reconciliation in Webgility Desktop with QuickBooks Online Integration
- How Do I Remove Deleted Sales Channel Items from Webgility Desktop?
- Update Webgility Desktop Using Check for Updates Option
- Webgility Desktop Onboarding Services Guide
- How to manually install SQL Server 2022 for Webgility Desktop.
- BigCommerce with Webgility Desktop: FAQ
- Amazon with Webgility Desktop: FAQ
- Magento with Webgility Desktop: FAQ
Integrations: E-Commerce Sales Channels
- How to Connect Shopify to Webgility Desktop
- How to Connect Webgility Desktop with Magento
- How to Connect Webgility Desktop with WooCommerce
- How to Connect with Channel Advisor
- How to Connect Webgility Desktop with Wix
- How to Connect Webgility Desktop With XCart-5
- Connect Shopify Plus Sales Channel with Webgility Desktop
- How to Connect Webgility Desktop with BigCommerce
- How to Connect OpenCart to Webgility Desktop
- How to Connect Magento 2 and Higher with Webgility Desktop
- How to Connect Webgility Desktop with Salesforce
- Connect Webgility Desktop with Lightspeed Retail POS (X-Series)
- How to Connect Webgility Desktop with Clover
- How to Connect Webgility Desktop with Prestashop
- How to Connect a Trading Partner with SPS Commerce and Webgility Desktop
- How to Connect Your Sales Channels
- How to Connect Webgility Desktop to a Custom Sales channel
- Connect Webgility Desktop with Clover
- How to Upload Webgility Extension Using FTP
- Connect Lightspeed (R-Series) With Webgility Desktop
- How to Connect Webgility Desktop with Volusion
Features & Functionality: Different Tab View
- Errors View in Webgility Desktop
- Trash View in Webgility Desktop
- Canceled View in Webgility Desktop
- Products Module View in Webgility Desktop
- Updates View in Webgility Desktop
- Ignored View in Webgility Desktop
- Dashboard View in Webgility Desktop
- Scheduled View in Webgility Desktop
- Archive View in Webgility Desktop
Features & Functionality: Payments
Features & Functionality: Products
- Creating Variants from QuickBooks Desktop to Shopify with Webgility Desktop
- Ignore & Mark Items as Drop Shipped in Webgility Desktop
- What is "Price Level" in Quickbooks?
- How to Create a Walmart Product Listing
- How to Transfer Product Variants from QuickBooks Point of Sale to BigCommerce
- How to Sync Products with Webgility Desktop
- How to Map Products or Inventory in Webgility Desktop
- How to Un-map a Product in Webgility Desktop
- How to Optimize Cashflow with Inventory Forecasting
- How to Receive Inventory in Webgility Desktop
- Webgility Desktop Automated Product Sync Settings
- How to Transfer Products with Variants to Shopify or WooCommerce from QuickBooks Point of Sale
- How To Map Products via .CSV File in Webgility Desktop
- How to export the product mappings in Webgility Desktop.
- Create Missing Products in QuickBooks Desktop with Webgility Desktop
- Order is Not Posting to the Correct Inventory Site
- Downloading FBA Items (Fulfilled by Amazon) in Webgility Desktop
- How to Enable Advanced Inventory in QuickBooks Enterprise
- Presets for the Product Transfer in Webgility Desktop
- How to Transfer Products to Store from QuickBooks in Webgility Desktop
- How to Prevent Overselling with Inventory Automation
- How to Map Quantities or Unit of Measure With Webgility Desktop
Features & Functionality: Shipping
- How to Map Shipping Methods with QuickBooks
- How to Retrieve Tracking ID from QuickBooks and Post to Store
- Record Zero Shipping Charges in QuickBooks
- How to use Shipstation with Webgility Desktop
- Enable Shipping on an Add-On Machine
- How to Create a Picklist Using Webgility Desktop
- How to Import Tracking IDs via CSV File and Post to Store
- How to Download Tracking Details from ShippingEasy
- How to Void a Shipment in Webgility Desktop