Webgility · Customer Sessions

Office Hours

Live setup walkthroughs with the Webgility implementation team. Every session tackles one configuration topic, shows you exactly how to set it up, and gives you time to ask questions about your own account. Free for all customers.

Biweekly on Wednesdays

12:00 PM ET · 45 min

Customers only · Free

QuickBooks

Order Settings

✓

Sales Receipt

Grouped

◆

Class tracking

By channel

↳

Undeposited Funds

Setup configured Ready for month-end →

What we'll cover this session

Desktop

Online

How to Prepare QB Desktop: The Perfect Setup for New Ecommerce Merchants

Your QuickBooks Desktop file is the foundation everything else sits on. If your chart of accounts isn't structured for ecommerce, if your inventory items aren't mapped correctly, if your customer records are set up wrong — every transaction that flows through Webgility inherits those problems. And they compound every month.

This session builds on every setting that needs to be in place before your first order syncs. Whether you're brand new to Webgility or resetting an existing file, you'll leave with a QuickBooks Desktop setup that's optimized for clean multichannel accounting.

Chart of accounts for ecommerceInventory item setupCustomer record best practicesClass tracking by channelPreparing QB Desktop for Webgility sync

Come prepared

💻

Webgility open

Log into your Webgility account so you can follow along and configure settings in real time.

📒

QuickBooks Desktop open

Have your QuickBooks Desktop company file open. We'll be configuring settings live and you can follow along step by step.

❓

Bring your questions

The implementation team is live on the call. Anything that can't be answered live, our team will follow up one-on-one.

Next session

June 3, 2026

Wednesday · 12:00 PM ET · 45 min

You're registered!

Check your inbox for the Zoom link and calendar invite. Can't make it live? We'll send the recording and all session materials.

Free for all Webgility customers · Zoom link sent instantly
Bring your questions — implementation team is on the call

Your hosts this session

John May Customer Marketing & Engagement, Webgility

Runs Office Hours and The Ecom Clinic every week. Focused on helping multichannel sellers close their books faster and get more from their Webgility setup.

Manish Manoriya Implementation Manager, Webgility

Manish Manoriya is a driving force behind e-commerce success at Webgility, leveraging over 5 years of dedicated experience to optimize operations and drive financial clarity for online sellers.

What to expect

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

Every session follows the same structure: understand the decision, watch it configured live, then get your own questions answered.

Who should be there

🚀

New customers in setup

Still onboarding or just finished. These sessions make sure you start with the right configuration — no cleanup later.

🔧

Existing customers who need a tune-up

Added channels, changed accountants, or hit reconciliation issues you can't explain. Time to audit your settings against current best practices.

📋

QB Desktop or QB Online — we cover both

Dedicated sessions for each platform so the walkthrough matches exactly what you see on screen.

🧮

Your accountant or bookkeeper

They inherit whatever you configure. Invite them — they'll see exactly how data lands in QuickBooks and can flag issues before month-end.

How the session runs

15 minutes

The why

Why this setting matters, what goes wrong when it's misconfigured, and how it shows up in your month-end close. Real examples from real accounts.

20 minutes

Live configuration

The implementation team walks through every step on screen. Follow along in your own Webgility account and QuickBooks file.

10 minutes

Q&A + troubleshoot

Bring your edge cases. The implementation team answers live and helps you troubleshoot anything specific to your setup.

Every registrant gets the full recording and slide deck — even if you can't make it live.

Up next

Upcoming sessions

June 17 · 12 PM ET · 45 min

How to Prepare QB Online: The Perfect Setup for New Ecommerce Merchants

The QBO version of our complete setup walkthrough. Same goal, different interface. We'll configure your chart of accounts, products and services, customer defaults, and automation rules so ecommerce transactions land clean from day one.

Setup · QB Online

Office Hours by Webgility