Office Hours

The order settings you choose on day one determine how clean your books are on day thirty. Most merchants configure Webgility once and never revisit it — which means every new channel, every new fee type, and every refund edge case compounds into a reconciliation problem that gets worse over time.

This session walks through the five core order management decisions that matter most: which order type to use and when, how to group or split orders for your accountant, how to classify revenue with QuickBooks classes, whether to use Undeposited Funds or a clearing account, and when to use a standard customer record vs. individual customer names. We'll configure each one live so you can follow along in your own account.