Once an order is downloaded into Webgility Desktop you can direct it to be posted into your accounting system (QuickBooks or Netsuite) as a sales transaction.
Posting orders can be done from the Orders, Errors and Archived Views with the below method. Posting from the Orders View is shown but the method works in the order views as well.
First Select the order(s) you want to post to the accounting system via the check box on the left hand side of the view you are in:
Once you have selected the order click the "Post to QuickBooks" Button on the bottom menu bar. The label on this button will change depending on the accounting system you have connected.
When posting multiple orders an in progress status appears along the bottom border of Webgiltiy Desktop. If you are posting multiple orders it will also list out the current order is it working on posting to the accounting system.
Once orders have finished posting you will get a pop up with the results. Ideally you want to see a lot of successful postings in this area which will say Posted with a green background.
Orders which do not successfully post to the accounting system will be pushed to the Errors View.
Un-Post or Undo Sync
If you need to remove an order from your accounting system you can Un-Post or Undo Sync with the following method:
Double Click on the order to go into the Order Detail View:
In the lower right side of the screen you will find the Undo Sync icon. This icon will only display on orders that have already been posted.
Clicking the icon creates a pop up to confirm.
Clicking yes will confirm that you want to remove the order from your accounting system. And after a few moments you should get a success message. (note close the order in the accounting system first)
Everything about the transaction in QuickBooks (or Netsuite) is removed with 2 exceptions.
- Any items created while posting the transaction will still exist.
- Any new customers will not be removed.