Wholesale Doesn't Close at Checkout
Every B2B order is a sequence of POs, partial shipments, payments and deeply nuanced business logic. Webgility is designed for that.
Wholesale Orders Aren't Retail Orders
A retail order is a single event: placed, paid, shipped, done. A wholesale order is a sequence that spans weeks or months. One PO triggers multiple partial shipments, each with its own inventory decrement, its own invoice, and its own AR entry. Payment arrives 30, 60, or 90 days later. Webgility tracks every step in that sequence and links each event back to the original purchase order in QuickBooks.
Basic connectors flatten the entire sequence into a single entry on the order date. That's the wrong accounting model for B2B. Revenue recognition is different, payment timing is different, inventory movement is different. What looks like a sync is a distortion.
Net Terms Mean the Revenue Posts Later
Revenue for a B2B order doesn't hit your bank the day the order ships. It may arrive in pieces, weeks apart, against invoices from partial shipments that each had their own fulfillment date. Webgility tracks receivables at that level of detail, posts revenue on the correct recognition date, and reconciles each payment when it arrives, matching it back to the original purchase order.
When your CFO looks at cash flow, the AR balance reflects what's actually outstanding and when it's due, not a summary entry that collapses six weeks of B2B activity into a single line.
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Adding Wholesale to DTC, or DTC to Wholesale
If you're a DTC brand moving into wholesale or big-box retail, your existing accounting setup is built for the wrong model. Every B2B order becomes a manual exception: POs your system wasn't designed to track, invoices your connector doesn't generate, payment terms your reconciliation layer ignores.
If you're a wholesale operation adding a DTC channel, the problem runs the other direction. Shopify posts a retail transaction. QuickBooks expects a B2B workflow. Webgility handles both models in the same QuickBooks instance, each order type processed correctly, both channels reconciling to the same books.
B2B and DTC Competing for the Same Stock
When you're selling the same SKU to wholesale buyers and direct consumers, inventory allocation becomes critical. Webgility tracks B2B and DTC demand against the same inventory pool, so neither channel oversells, and your QuickBooks shows the correct available quantity for both.
Partial fulfillment tracking
Each partial shipment against a PO posts its own inventory decrement, its own AR entry, and links back to the original order. Nothing gets lost between shipments.
Revenue recognition
B2B revenue posts on shipment date, not order date. Net-terms payment timing is tracked as AR. When cash arrives, it clears against the correct purchase order.
Unified inventory pool
B2B and DTC demand compete against the same inventory count in QuickBooks. Neither channel can oversell stock that the other has already allocated.
Financial Data Integrity
Every event in the B2B sequence (shipment, invoice, payment, partial refund) recorded correctly and traceable back to the source transaction in QuickBooks.
Data integrity →Financial Reporting
Channel P&L and AR aging that reflect the actual B2B timeline, not a retail summary that collapses weeks of activity into a single line.
Financial reporting →Cash Flow Visibility
AR timing is cash timing. Know what's outstanding, when each invoice is due, and when payments are expected to clear, before your bank account tells you.
Cash flow visibility →For CFOs & Bookkeepers
Clean, auditable books without a multi-day close. Every B2B entry already posted and reconciled before your finance team opens QuickBooks.
For finance teams →QuickBooks Desktop
Many wholesale and distribution operations run QuickBooks Desktop. Webgility integrates natively, writing standard entries directly into your existing company file.
QuickBooks Desktop →Find out what your operational gaps are actually costing you.
Our team of experts will help surface your operations and finance concerns. In 30 minutes, we will discuss your channels, accounting setup, leakages, inventory inconsistencies, and close process.