Office Hours
Live setup walkthroughs with the Webgility implementation team. Every session tackles one configuration topic, shows you exactly how to set it up, and gives you time to ask questions about your own account. Free for all customers.
Log into your Webgility account so you can follow along and configure settings in real time.
Log into your QuickBooks Online company in a browser tab. We'll be configuring settings live and you can follow along step by step.
The implementation team is live on the call. Anything that can't be answered live, our team will follow up one-on-one.
You're registered!
Check your inbox for the Zoom link and calendar invite. Can't make it live? We'll send the recording and all session materials.
Bring your questions — implementation team is on the call
Runs Office Hours and The Ecom Clinic every week. Focused on helping multichannel sellers close their books faster and get more from their Webgility setup.
Muskaan recently joined the Webgility Implementation team after working with ZoHo, 5+ years of dedicated experience to optimize operations and drive financial clarity for online sellers.
45 minutes with the implementation team.
You leave with it configured.
Every session follows the same structure: understand the decision, watch it configured live, then get your own questions answered.
New customers in setup
Still onboarding or just finished. These sessions make sure you start with the right configuration — no cleanup later.
Existing customers who need a tune-up
Added channels, changed accountants, or hit reconciliation issues you can't explain. Time to audit your settings against current best practices.
QB Desktop or QB Online — we cover both
Dedicated sessions for each platform so the walkthrough matches exactly what you see on screen.
Your accountant or bookkeeper
They inherit whatever you configure. Invite them — they'll see exactly how data lands in QuickBooks and can flag issues before month-end.
The why
Why this setting matters, what goes wrong when it's misconfigured, and how it shows up in your month-end close. Real examples from real accounts.
Live configuration
The implementation team walks through every step on screen. Follow along in your own Webgility account and QuickBooks file.
Q&A + troubleshoot
Bring your edge cases. The implementation team answers live and helps you troubleshoot anything specific to your setup.
Every registrant gets the full recording and slide deck — even if you can't make it live.
Upcoming sessions
More sessions coming soon
We're planning the next round of Office Hours topics now. Register for this week's session and you'll be the first to hear about what's next.
Get it set up right. Keep it running clean.
Biweekly live sessions with the implementation team. Free for all Webgility customers.
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