Create Products in QuickBooks Using Webgility Online.
Webgility Online offers a seamless solution to create products in QuickBooks that correspond to the items available in your online store. By utilizing matching criteria set in Product Settings, Webgility Online can automatically identify and synchronize items between the two platforms. This article will guide you through the fundamental steps of item matching and demonstrate two methods for creating items in QuickBooks.
Item Matching Fundamentals:
When creating items in QuickBooks, Webgility relies on the matching criteria selected under Product Settings. You have the option to match items based on SKU/Product Name for online stores & QuickBooks online, or Item Name/Number in QuickBooks Desktop.
In order to select the default matching criteria, please follow the below-mentioned steps:
1). From the left menu bar, click Products> Product Catalog.
2). On the top right corner, click the Settings gear icon and it should redirect you to the Products settings window.
Creating Items During Order Posting:
To enable automatic item creation during order posting, follow these steps:
In the Products setting window, choose Create New Products for the selection If product not found, then.
Select the relevant options for item creation.
Save the settings & these settings will apply to all the new items Webgility will create in QuickBooks.
With this setting enabled, Webgility will create items automatically in QuickBooks when an order is posted to QuickBooks, if the item does not meet the matching criteria selected. You can choose the type of items you wish to create in QuickBooks Online (Inventory or non-inventory) and select the appropriate accounts.
Creating Items Manually:
If you prefer to create an item before an order is placed on your online store, follow these steps:
1). Click Products> Product Catalog.
2). Select "Missing" from the filter drop-down menu to view items not yet present in QuickBooks. Look for the red circle icon under the QuickBooks banner, denoting missing items.
3). To create multiple items simultaneously, select the desired items and click the "Create" button at the top of the screen.
4). Webgility will initiate the transfer process, which may take a few seconds depending on the number of items you selected to create in QuickBooks.
5). Once the process is complete, you will receive a confirmation message indicating that the items have been successfully created.
Verification in QuickBooks:
After creating the items in Webgility Online, log in to your QuickBooks account to confirm their presence. The items should now appear in your QuickBooks product list, ensuring accurate synchronization between your online store and accounting software.
Webgility Online streamlines the process of creating products in QuickBooks by automating item matching and synchronization. By following the item creation methods explained in this guide, you can efficiently manage your product catalog and maintain consistency between your online store and QuickBooks.