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Get face time with Webgility experts—every week

As a Webgility customer, or someone looking to become a Webgility customer, you know better than anyone that having help where you need it is essential. That's why the team here at Webgility has put together a weekly webinar series to dive into what Webgility can offer, and how to get the most out of it, while answering your questions along the way.

Our weekly learning series is centered around practical tips and workflows that you can take advantage of in Webgility, inspired by the problems and roadblocks we see in our onboarding sessions and support calls. We'll start off by diving into a topic that changes weekly, and end the session with Q&A.

Since Webgility offers both a cloud application, and a desktop application, we are going to cover each topic for 2 weeks, with the first week being focused on Webgility Desktop, and the second week focused on Webgility Online.  If you missed something, you can access all of the past recorded webinars on your YouTube channel. 

What we'll address in our upcoming webinar on March 25th:

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How to achieve precise transaction segregation by routing sales and taxes to revenue accounts while directing payments to gateway-specific clearing accounts, providing crystal-clear financial tracking.

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How to automatically create dedicated clearing accounts for each payment gateway

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Streamlining your accounting workflow and improving reconciliation accuracy

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*This is a Webgility Online webinar, for anyone using our Desktop product, check here for details on our previous or upcoming sessions

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Access all previous recordings of this webinar series HERE

About the speakers

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Prerit Agrawal

Implementation Manager, Webgility

Prerit Agrawal is an Onboarding Implementation Manager at Webgility with over 11 years of experience and more than 3 years specializing in Webgility. Recognized for his ownership, commitment, and customer-first approach, he has successfully onboarded 500+ clients by helping businesses seamlessly integrate eCommerce platforms like Shopify, Amazon, BigCommerce, and Square with QuickBooks and Xero, streamlining accounting automation. Known for his patience, clarity, and professionalism, Prerit ensures clients feel confident and supported throughout onboarding, while proactively solving challenges and building lasting relationships. Consistently praised for his approachable communication and dedication, he has been instrumental in driving higher adoption rates of Webgility. Passionate about making complex integrations effortless, Prerit takes pride in empowering businesses of all sizes to achieve greater efficiency and growth.

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John May

Customer Marketing and Engagement, Webgility

Starting with Webgility as an implementation specialist, John has intimate knowledge of ecommerce and multichannel strategies. He's worked with marketing, sales, and support to create content that supports online businesses in their goals of making it big in the ecommerce world. If you've been to any webinars that feature Webgility, you've likely seen his face.

Shopify QuickBooks Integration Guide
Shopify x QuickBooks Integration Guide
Shopify QuickBooks Integration Guide
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