How to connect ecommerce channels to QuickBooks Enterprise for automatic data transfer and when to choose transaction-level posting vs. journal entries.
Are you using QuickBooks Enterprise for ecommerce to its fullest potential?
With the explosive growth of ecommerce in recent years, there’s no wonder why accounting professionals and business owners are utilizing automation to save time and stay organized. But is your QuickBooks Enterprise ecommerce integration set up for maximum efficiency? Join us for Part 1 of this deep dive into Webgility with Marjorie Adams of Fourlane and learn how to set your preferences for everything from setting up order groups, directing customers to a web portal, handling returns, matching customer types, and more.
What You'll Learn:
Which QuickBooks Enterprise + Webgility workflows are best suited for handling ecommerce returns.
The settings that enable Webgility to auto-build assemblies either prior to posting a transaction or as the transaction is posted into QuickBooks.
About the presenter and host:
Fourlane, Inc. is an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner, whose team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Marjorie is considered one of the top QuickBooks trainers in the country, was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year.
Senior Account Executive, Webgility
Webgility is the Modern Commerce Workspace™ designed for SMBs using QuickBooks to expand their ecommerce business, save time on accounting, and get insights to grow faster. Celebrating 15 years in 2022, Webgility solves the challenges of growing an ecommerce business and now comprises a global team that serves over 5,000 organizations. Zach helps accountants, business owners, and ecommerce professionals find the perfect Webgility solution for their unique needs.