What's New with Webgility
We deliver features and solutions that eliminate busywork and help you sell more.
Set Up and Record Shopify Marketplace-Collected Tax for the Shop App
When the marketplace tax rules are shifting, your books shouldn't pay the price. Webgility now automatically recognizes when Shopify withholds and remits sales tax for Shop app orders, adjusting your accounting instantly. No more inflated tax liability, messy payout mismatches, or manual cleanup. Just accurate books and smooth reconciliations, every time.
Here's what you get with this update:
- Seamlessly handle the new marketplace facilitator tax deducted by Shopify on all Shop app orders, ensuring you remain compliant without manual intervention
- Automated adjustments to clearing accounts and payout entries ensure your recorded deposits perfectly match the net payouts received from Shopify every time
- Prevents overstated tax liability by removing marketplace-collected tax from your books, ensuring you only report taxes you are actually responsible for
- Whether you use Summary or Transactional Posting, Webgility Online employs the correct method to handle marketplace-collected tax for accurate QuickBooks Online integration
This enhancement is now live for all Shopify + QuickBooks Online users. No setup needed — Webgility handles the compliance automatically.
Post Shopify Deposits in QuickBooks Online
Every time a Shopify payout hits your bank, the guessing game of matching deposits to your books is now over. Post the exact deposit amount from Shopify directly into QuickBooks Online, turning what used to be a tedious reconciliation process into a simple, single-click bank reconciliation in QBO.
Here's how it helps:
- Transfer the Shopify deposit amount from clearing account to bank accounts automatically for easy reconciliation
- Assign the right QBO clearing and bank accounts to transfer deposits between, per your accounting setup
- Choose to enable deposit transfers in settings — defaults stay off, so you're in control
- Automate deposit transfer to save time and reduce errors
- Simplify month-end close and bookkeeping for Shopify sellers using QuickBooks Online
Note: This feature is only available for transactional posting.
Post Shopify Payout Fees Separately in QuickBooks Online
Get greater accuracy and control over your Shopify accounting. You can now separately post your Shopify Payout Fees directly to QuickBooks Online, streamlining your reconciliation process like never before. You can now download and post all the non-payment fees that are aggregated at the payout level and show up in your payout report.
With this update, you can:
- Post payout fees directly to your chosen expense account in QuickBooks, ensuring your financial reports are precise
- Configure your charges fees and payout fees to post to different accounts, enabling better tracking
- Automate posting for payout fees, ensuring faster, error-free reconciliation between your bank deposits and QuickBooks records
The result: simplified financial reporting and true visibility into your profit margins without manual calculations or adjustments.
Note: This feature is only available for transactional posting.
Chart of Accounts
Webgility now automatically maps payment gateways from your sales channel to dedicated clearing accounts, streamlining your accounting workflow and improving reconciliation accuracy.
The Chart of Accounts enhancement enables you to:
- Automatically create dedicated clearing accounts for each payment gateway (Shopify Payments, PayPal, etc.) in QuickBooks when you connect your sales channel
- 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
- Choose default or custom accounts with full control before saving
This update enhances bookkeeping accuracy and simplifies bank reconciliation by matching your accounting records with actual payment processor payouts.
Post and Track Shopify Returns
Returns don't have to be a black hole in your books. Webgility now gives you complete control over your Shopify item returns — from review to posting to reconciliation. That means smoother operations, cleaner books, faster processing, reduced errors, and less manual work for your team.
- See and manage returns right from your Webgility dashboard — no backtracking through Shopify required
- Returns are tracked live, keeping your books accurate and your inventory counts clean without manual adjustments
- If a return includes a refund, Webgility syncs it automatically and keeps your books accurate
- Every return is tracked from start to finish — see exactly what was returned, when, and how it affected your books
Keep Your Books Accurate, Even When Shopify Orders Get Edited
When customers change their minds, your books shouldn't fall behind. Webgility now captures every edit made to unfulfilled Shopify orders and syncs those changes directly to QuickBooks Online or Desktop. No more second-guessing your data or scrambling to fix your books.
Here's what you get with this update:
- Edited orders post automatically with clean, audit-ready entries — no manual fixes required
- Changes to items or quantities instantly reflect in your stock levels and margins — stay in control, avoid stockouts, and protect your bottom line
- Whether you post orders individually or in summaries, Webgility syncs edits without missing a beat
This enhancement is live now for all Shopify-connected accounts. No setup required.
Complete Ecommerce Automation, Powered by Xero
Scale your ecommerce business without scaling your accounting chaos. Webgility's enhanced Xero integration automates every order, refund, fee, and tax from all your sales channels, syncing in real time with audit-ready accuracy so you can save time, eliminate errors, and grow with confidence.
- Sync sales data automatically from Shopify, Amazon, eBay, and more in real time
- Eliminate 10–15 hours of manual data entry every week
- Reduce month-end workload by up to 50% with clean, accurate books
- Sync your inventory quantity values bidirectionally between Xero and your sales channel
- Centralized pricing with automatic channel distribution
- Automate tax mapping and ensure jurisdiction-level compliance in Xero
- Sync inventory across all storefronts and prevent overselling
Your AI Assistant for Instant Answers
Introducing the new Webgility AI Assistant, your intelligent support companion that delivers instant, accurate answers. Here's what it can do:
- Get real-time help with questions like "Why didn't my Amazon payout sync?" or "What are my profit margins?"
- Enjoy personalized support based on your connected channels, sync preferences, and accounting setup
- Fix issues quickly with clear, step-by-step instructions for orders, fees, and inventory mismatches
- Fast-track your onboarding by guiding you through store syncing, SKU mapping, and setup tasks
- Simple access — just type your question in plain English via the chat icon on your dashboard, no special commands needed
- No more waiting — get help instantly, any time, without digging through reports or submitting tickets
Level Up Your Shopify B2B with Webgility Online
We're excited to introduce the Webgility B2B Module, a powerful add-on designed for B2B sellers using Shopify and QuickBooks. The B2B module streamlines the tracking of wholesale orders from start to finish.
The B2B Module enables you to:
- Ensure seamless operations by automatically syncing PO#s for B2B orders
- Map order payment terms for B2B orders in your accounting system to streamline invoice generation and ensure accounts receivables are accurately tracked
- Track B2B buyers accurately by matching customers by company name and location
- Track payments received for outstanding invoices in Shopify or QuickBooks Online, and easily sync bidirectionally
Currently available for Shopify merchants, the Webgility B2B Module is offered as an add-on for all Webgility Online customers.
Elevate Your Shopify B2B Experience with Webgility
Introducing the Webgility B2B Module, specifically engineered for B2B merchants using Shopify and QuickBooks. This add-on simplifies the entire process of wholesale order management, providing a range of supporting features from the moment an order is placed until its fulfillment.
The B2B Module enables you to:
- Ensure seamless operations by automatically syncing PO#s for B2B orders
- Map order payment terms for B2B orders in your accounting system to streamline invoice generation and ensure accounts receivables are accurately tracked
- Track B2B buyers accurately by matching customers by company name and location
- Track payments received for outstanding invoices in Shopify or QuickBooks Desktop, and easily sync bidirectionally
Currently available for Shopify merchants, the Webgility B2B Module is offered as an add-on for all Webgility Online customers.
Connect Lightspeed POS to QuickBooks
Lightspeed ignites your business and improves customer experiences wherever you sell. Now, Webgility's Lightspeed-QuickBooks integration seamlessly connects your POS with QuickBooks Online and Desktop. Automate tedious business tasks, add new sales channels and locations, and focus on what matters.
Sell online and offline, knowing Webgility connects all your online stores with your POS system. Accounting automation records all order, expense, tax, and inventory data from your POS and other sales channels in QuickBooks automatically.
Current compatibility:
- Lightspeed X-Series is now available for integration with QuickBooks Online and QuickBooks Desktop
- Lightspeed R-Series works with QuickBooks Desktop
Connect Wix to QuickBooks Online
4 in 5 sellers who connect their Wix store to QuickBooks Desktop are more confident in their inventory management and financial reporting capabilities since using Webgility. And we've officially made those results a reality for businesses that sell on Wix and use QuickBooks Online.
Connect Magento 2 to QuickBooks Online
Sellers using the Magento 2 platform to power their ecommerce sites can now seamlessly connect all of their sales data to QuickBooks Online using Webgility.
Post eBay Payouts to QuickBooks Online
Good news, eBay sellers! You can now track expenses and fees by posting eBay payouts directly to QuickBooks Online.
Webgility Yields "Best Results" in Top G2 Categories
We're honored to announce that Webgility earned 37 new badges in G2's Winter 2023 roundup. These badges solidify our position as a top performer in multichannel retail, order management, sales tax compliance, inventory control, and more. G2, the world's largest and most trusted software marketplace, awards badges quarterly based on ratings from real customers. We couldn't do it without your reviews — thank you!