FAQs

• What is the most popular plan?

  Currently, our Advanced plan is our most popular. Even with monthly orders below 1000, many of our customers enjoy the peace of mind that comes with this plan’s powerful feature set, which includes multichannel inventory sync, speedier automation intervals, and order management capabilities.

• Is Webgility Unify sold as a subscription service or a one-time fee?

  All Webgility Unify plans are sold as monthly or annual subscriptions. Annual subscriptions offer savings of 20%.

• How far back can I go to download transactions?

  Every paid subscription of Webgility Unify includes a courtesy 90-day historical data download. Additional downloads of data from any month prior to that 90-day window are available for purchase.

• What if I hit my order limit on an annual plan?

  That’s great news for you—what we call a luxury problem. If you sell more than 50% over your plan’s order limit, you'll be automatically promoted to (and charged for) the next highest plan (for example, from Advanced to Premium). If you start to exceed 10K orders per month, you'll be charged $25 per 1K orders over 10K. However, we will often negotiate pricing if customers exceed well over 10K orders per month.

• If I sign up, can I upgrade or downgrade later?

  Of course. As your business grows and requires additional features and capacity, upgrading (or downgrading) can be done in a snap. Based on the change, you’ll be charged for the difference at the time of the adjustment.

• What if I want to cancel my account?

  We would hate to see you go, but we understand these things happen. You can cancel your annual subscription at any time, up to one business day before your renewal date. There are no contracts for monthly plans and you can cancel your account at any time. After cancellation, you will be charged one final payment for any unbilled time.

• How complicated is the setup? Do I need help?

  We strive to make our products intuitive and easy to configure. However, each customer is different, so we have plenty of experts on our team to help you. We offer multiple group sessions, several times a week, to our Growth plan customers. These sessions are intentionally kept very small and can often be customized to your particular configuration. They’re also free— and recorded, so you can rewatch them. And you can attend as many as you like.

  Our Standard, Advanced, and Premium plans can sometimes require more complicated integrations, so we offer White Glove one-to-one onboarding for these customers. We typically plan two to three onboarding sessions to make sure you’re fully configured and trained on our software—around six hours of effort for thousands of hours (and dollars) saved through automation.

• What is difference between Webgility Unify Online plans and Webgility Unify Desktop plans?

  Webgility Unify Online plans are designed to automate your bookkeeping by accurately recording all of your online sales and expenses. Webgility Unify Desktop plans are end-to-end ecommerce operations management solutions. Both versions of Webgility Unify help you run your entire ecommerce business from one software, but our Desktop plans accommodate more complex ecommerce companies, typically with higher monthly sales and multiple users.

• Do I have to pay extra for support?

  No. All of our plans include technical support via phone, email, and chat. However, there are differences between which tiers of support and onboarding services you have access to, depending on which plan you chose. Additionally, you will have access to our helpdesk, which is filled with hundreds of articles, videos, and guides which can answer almost any question you have about the software.

• What is the difference between basic automation and advanced automation?

  The Growth Plan allows you to schedule ecommerce sales data to sync once daily, the Advanced plan allows you to sync data hourly, and the Premium and Ultimate plans allow for data sync to occur every 5 minutes. Advanced automation also means you have more flexible control over your workflows.

• Is Webgility Unify an accounting software?

  No, Webgility Unify is automation and order management software. QuickBooks, Xero, and NetSuite are examples of accounting software. Unify is a software solution that automatically and accurately pulls all of your sales order data into your accounting software, eliminating the need for manual data entry and many other tedious chores related to selling online.

• Do you support QuickBooks for Mac?

  We do not support QuickBooks for Mac. However, Webgility Unify Online plans work with QuickBooks Online using any modern browser on Mac or PC. Webgility Unify Desktop plans require either a Windows PC or a hosted environment (such as Right Networks) that can be accessed from either a Mac or PC.

• Do you support international editions of QuickBooks?

  Our Advanced, Premium, and Ultimate plans supports US, CA, UK, and ZA editions of QuickBooks Desktop.