Product Guide
Quick tips, how-tos, and answers to help you stay on top of your business with Webgility Online.
- Take a Tour of Webgility Online
- Why You Should Upgrade to Webgility Online Today
- How To Manually Match Products Via CSV File With Webgility Online
- How to Export Orders, Sales Channel Products, Export, and Import Product Mappings in Webgility Online as CSV
- Get Started with Webgility Online
- Mapping and Remapping Products in Webgility Online
- How to Prepare QuickBooks Online for Webgility Online
Setup: Taxes, Discounts, Fees & Payouts
Integrations: Marketplaces
Features & Functionality: Dashboards & Reports
Features & Functionality
- How to Set Up and Record Shopify Marketplace-Collected Tax in Webgility Online
- Download and Post Shopify Deposits in Webgility Online
- How to sync cost in Webgility Online
- Delete Orders from Webgility Online
- Sync Payment Status for orders from QuickBooks to Shopify using Webgility Online
- How to Search & filter Orders in Webgility Online
- Download and Post Shopify Payout Fees in Webgility Online
- Sync the PO number of your B2B orders using Webgility Online
- Export functionality for Orders, Refunds, Products, and Mapped/Unmapped Items in Webgility Online
- Customizing Your Order Dashboard
- How to Manage Personally Identifiable Information (PII) in Webglity Online
- Set Up Automation for Transactional Accounting in Webgility Online
- Overview of Consolidated Sync in Webgility Online
- How to Sync Price Using Webgility Online
- How to enable and use the orders update feature
- Setup Discount in Webgility Online
- Learn more about notifications inside Webgility Online
- Track location in QuickBooks Online
- Sync Payment for orders from Shopify into QuickBooks using Webgility Online
Integrations: Accounting Solutions
Features & Functionality: Shipping
Analytics
Setup
Features & Functionality: Orders
- Shopify order edit handling in Webgility Online
- How to Re-download Orders into Webgility Online
- Understanding Order Flags in Webgility Online
- Historical Order download with Webgility Online
- Post Orders to Your Accounting Solution with Webgility Online
- How to Unpost Orders in Webgility Online
- How to Download Orders and Refunds in Webgility Online
- Download the Latest Data from QuickBooks in Webgility Online
- Summary Posting vs Transactional Posting in Webgility Online
- How to Process Returns and Refunds with Webgility Online
- Sync Different Transaction Types in Webgility Online
- How to Ignore and Restore Orders in Webgility Online
- How to Download Customers from Scratch in Webgility Online (QuickBooks Sync)
- How to sync sales prices and download orders from WooCommerce
- Stop Downloading Orders from Multiple Sales Channels
- How to Download, Display, and Sync While Merging Duplicate Orders
- Orders View in Webgility Online
- Post Orders on the Basis of Payment Status in Webgility Online
- How to Manually Import an Amazon Settlement Report into Webgility Online
- Add the Accounting Transaction # to the Sales Channel Order after posting it to QuickBooks.
Frequently Asked Questions
- How to Manage Personally Identifiable Information (PII) in Webgility Online
- WooCommerce with Webgility Online: FAQ
- How to reauthorize Sales Channel credentials in Webgility Online
- Export functionality for Orders, Refunds, Products, and Matched/Unmatched Items in Webgility Online
- How to Disable Automation Notification Emails in Webgility Online
- How to Share Webgility Online with an Accountant or Bookkeeper
- Amazon with Webgility Online: FAQ
- How to Unpost Amazon Settlement Reports already Posted to QuickBooks
- Platforms Supported by Webgility Analytics
- Magento with Webgility Online: FAQ
- BigCommerce with Webgility Online: FAQ
- Shopify with Webgility Online: FAQ
Automation
Integrations: E-Commerce Sales Channels
- How to connect Lightspeed X with Webgility Online
- How to Connect Webgility Online with ShipStation
- How to Connect Webgility Online with Magento
- How to Connect Webgility Online with WooCommerce
- Wix Order Status Guide for Webgility Online
- How to Connect Webgility Online with Shift4Shop
- How to Connect Wix with Webgility Online
- How to Connect Webgility Online with Shopify
- How to Connect Webgility Online with ShippingEasy
- How to update Sales Channel credentials in Webgility Online
- How to Connect Magento 2 with Webgility Online
- How to Connect BigCommerce to Webgility Online
Setup: Orders
- Set Up Item Matching for Transactional Postings in Webgility Online
- How to Post Transactions Based on Payment Methods in Webgility Online
- Configure Your Workspace in Webgility Online
- Recommended Transactional Settings for Webgility Online
- Webgility Online Order Download Settings for Amazon
- Configure Shopify Reconciliation with Webgility Online
- How to set up Multicurrency in QuickBooks Online
- How to set up posting configurations based on order type in Webgility Online
- How to configure posting settings based on 3rd party apps in Webgility Online
- Recommended Journal Entry Settings for Webgility Online
- Amazon Reconciliation for Webgility Online
- How to set up posting configurations based on the store in Webgility Online