On-Demand Webinar
Setting Up Webgility for QuickBooks Enterprise (Part 1)
A deep-dive setup session for Webgility and QuickBooks Enterprise. Part 1 covers initial configuration: order groups, customer portals, returns handling, channel connections, and choosing the right posting method for your business.
What You'll Learn in Part 1
This webinar is ideal for Webgility users running QuickBooks Enterprise who want to optimize their initial configuration and connect their ecommerce channels correctly from the start.
Setting Preferences and Order Groups
How to configure Webgility's preferences inside QuickBooks Enterprise, including how order groups work and why they matter for clean financial reporting across multiple channels.
Customer Portal Configuration
How to direct customers to the appropriate web portal and set up customer type matching so QuickBooks Enterprise records are accurate from the first transaction.
Handling Returns in QuickBooks Enterprise
Which QuickBooks Enterprise workflows are best suited for ecommerce returns and how to configure Webgility to process them without creating reconciliation headaches.
Connecting Ecommerce Channels for Automatic Data Transfer
Step-by-step guidance for connecting Shopify, Amazon, eBay, and other channels to QuickBooks Enterprise so orders and inventory flow automatically without manual import.
Transaction-Level vs. Journal Entry Posting
How to decide between posting individual transactions and using journal entries in QuickBooks Enterprise, and which scenarios favor each approach for growing ecommerce businesses.
Auto-Building Assemblies in QuickBooks Enterprise
How to enable Webgility to automatically build assemblies in QuickBooks Enterprise, either before a transaction posts or as it posts, to keep inventory accurate for manufactured or bundled products.
About the Presenter
Marjorie Adams, CEO at Fourlane — Marjorie is one of the most recognized QuickBooks Enterprise experts in the United States and CEO of Fourlane, a top QuickBooks reseller partner. She brings deep technical and practical knowledge of ecommerce accounting workflows inside QuickBooks Enterprise.
Continue learning with Part 2, which covers automation frequency, inventory sync settings, out-of-sync corrections, and product and pricing updates.
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.