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Customer Webinars · Live Series

One Source of Truth: Setting Up Webgility for 2+ Sales Channels

Every sales channel sends orders, fees, and payouts its own way. When Webgility is not set up to handle them consistently, each channel posts to QuickBooks with different accounts, different naming, and different rules, and nothing rolls up into one clear picture. 

This session walks through a multichannel setup end to end with the Implementation team. We will cover how to map each channel to the right accounts, keep products and customers consistent across stores, separate fees from revenue, and report profitability by channel. Bring your current setup and we will show you where to tighten it. 

Date
Wed, Oct 14
Time
12:00 PM ET
Duration
30 min
Format
Live
John May
Customer Marketing & Engagement, Webgility
Arun Panchal
Implementation Manager, Webgility
  • A channel-by-channel mapping check for your own setup
  • How to keep products and SKUs consistent across stores
  • Live Q&A with the implementation team
How It Works

45 minutes with the implementation team. You leave with it configured.

A live walkthrough of the Amazon FBA Report, start to finish, with time for your questions. Our implementation team shows you how to run it, read the Variance, and pull the number you book in QuickBooks. Watch how it's done, then do it yourself at your next close.

15 min
The Why
Why this setting matters, and how it shows up at month-end.
20 min
Live Configuration
The team walks through every step. Follow along in your own account.
10 min
Q&A + Troubleshoot
Bring your edge cases. The team helps troubleshoot your setup.
This Session

Why multichannel books drift apart

 When each channel is connected on its own terms, it posts to different accounts, under different names, with different rules. Fees get netted into deposits, the same product shows up three ways, and channel profit turns into guesswork. The fix is one consistent setup across every store, so each new channel inherits rules you already trust. 

Map every channel the same way
Point each store to the right income, fee, and clearing accounts so nothing posts to a default.
Separate fees from revenue
Record marketplace and processor fees as expenses, not as a smaller deposit, so gross sales stay accurate.
See profit by channel
Use classes to report on each channel separately and see which ones actually make money.
LIVE WALKTHROUGH
Audit a multichannel setup
We walk through a real Webgility configuration and check every channel against best practice.
Fix the common mapping mistakes
Default accounts, duplicate products, and netted fees, plus how to correct each one.
Add a channel without starting over
How a new store picks up your existing rules instead of creating a new set.
Bring your own setup. Specific questions get priority.
Who Should Attend

Built for customers in setup, and those due for a tune-up.

New customers in setup
Still onboarding or just finished. Start with the right configuration.
Existing customers who need a tune-up
Added channels, changed accountants, or hit reconciliation issues.
Your accountant or bookkeeper
They inherit whatever you configure. Invite them to flag issues.

QB Desktop or QB Online — we cover both.

 45 minutes, live on Zoom. About 30 minutes of walkthrough with the Implementation team, then open Q&A. Customers only, so we can work in real Webgility settings. 

Session cadenceBiweekly
Session length30 minutes
Platforms coveredQB Desktop & Online
Cost to attendFree for customers

Get it set up right. Keep it running clean.

Register above for this session. Free for all Webgility customers.

The Demo

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.

Operational Snapshot ● Live
Orders reconciled today 1,247 ✓
Amazon payout tied out $47,241 ✓
Exceptions resolved 3 cleared
Inventory synced All channels ✓
Books status Certified ✓