Learn how to create different transactions based on rules
1). In order to set up the rule-based syncing in Webgility online you need to first login to https://my.webgility.com/
2). Once you log in navigate to Settings> Accounting at the left-hand side bottom corner.
3). Here you need to click on the Transaction tab, and then you need to select the option of Different transaction types and select which rule you want to select.
4). If you select the rule based on Payment Method you will see the below options based on the payment methods you have on your online store:
5). If you select the rule based on Order Status then you will see the below options based on the order statuses you have on your online store:
6). Once you select the rules, you must select all the options from the dropdown to post the orders with accurate information.
If the option is unavailable in your account, you may need to upgrade your plan. Learn how to upgrade your Webgility plan, here