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Module 1 - Section 1: Getting started with Unify

Getting up and running with Unify is easy and takes a few minutes. Simply follow the instructions below to learn how to setup your trial and get up and running. Begin with setting up a trial account by going to Unify.Webgility.com

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Step 2: After you create your account, you should receive an email with your login and password for your account.  Note: Do check your spam filter if you don't see the email in your inbox. 

Once you have logged into Unify, you will begin the onboarding flow to connect your online sales channel and accounting system. 

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As soon as the account is created, you will be taken to a sales channel selection screen which looks like the below and select your online sales connect to connect to Unify.  

 You can see a guide of how to connect to your Sales channel by clicking here:Sales Channel Connection Guide.

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Since Unify guides you through the process of adding your first store, if you have other online sales channels to connect, you can do that later.  

Note: Once you have clicked on the connect button, Unify will ask you to enter some details to connect to your online sales channel. This process will be different for different sales channels and is clearly illustrated in the sales channel connection guide

If you are connecting a sales channel that requires the Webgility store module for connection, please watch the video below.  

Unify will then work on integrating your sales channel and creating some magic for your Homepage synopsis, Analytics & graphs!

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You will then be told that your account has been created and that you need to connect to your accounting package. You can choose to do this later or with an onboarder, however if you wish to connect now, carry on reading this guide.

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Once you click on connect accounting, you will be given a choice of what accounting system to connect to Unify.  If you need to connect to a different accounting system read our guide on how to connect to your accounting package here:Accounting software connection guide.

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Connecting to QuickBooks Online and Xero

Connecting to QuickBooks Online and Xero will require your accounting system login and password to facilitate the connection process. 

 Connecting to QuickBooks Desktop

If you are connecting Unify to a QuickBooks Desktop company file that is located within a hosted environment, watch the video below: 

If you connecting Unify to QuickBooks Desktop and your company file is on your local machine, watch the video below: 

After the company file is connected to the Unify Desktop Extension and the QuickBooks Desktop company file or QuickBooks Online or Xero, Unify will then begin downloading the data and settings needed to manage your orders and inventory.

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You will then be asked to enter some basic settings to govern how Unify will identify your products, what deposit to account will be used for transactions 

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That's it! You have setup the basic settings for Unify and are now ready to sync orders, but you may have to adjust some settings before your orders fully sync into your accounting system.

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Automation is turned off by default so you can manually test and post orders to your accounting system before the automation is turned on.  Check out the Automation Guide  so you know how to setup automation when you are ready. 

 

Things to remember:

1. Remember, these steps are for Accounting software's QuickBooks Online, QuickBooks Desktop (Pro, Premier, Enterprise - US versions only). 

2. You can read our automation guide here.

3. Read about connecting to your sales channel here. You can also learn about connecting to your accounting platform.

4. Read this guide to learn how to make detailed settings for Unify

5. You can read this guide to learn how to make settings for expenses and fees.

6. Read how to link up and use payment processors here.

7. Learn more about order processing with Unify.

8. Learn how to manage inventory with Unify.

9. Learn how to connect & use your shipping processor.

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