Unify Video Library
FollowModule 1: Getting Stated with Webgility Unify
- Quick Overview of Onboarding
- How to schedule your training session for Trial users and Standard plans
- How to schedule your training session for Starter plans
- How to schedule your training session for Growth plans
- How to log into your Webgility customer account and Unify
Module 2: How to add connections to Unify
- Installing the Unify Desktop Extension in hosted QuickBooks Environments
- Installing Unify Desktop Extension on a local machine to connect with QBD
- How to install the Webgility Store Module
- How to add additional connections to Unify
Module 3: How to setup Unify
- How to navigate the settings area in Unify
- How to configure accounting settings in Unify (All accounting systems)
- How to setup Unify to create transactions in QuickBooks Online
- How to setup Unify to create transactions in Xero
- How to setup Unify to create transactions in QuickBooks Desktop
- How to setup item matching in Unify
- How to setup customer matching in Unify
- How to setup sales tax in Unify
- How to setup automation in Unify
Module 4: How to Setup expenses and fees for connections
- How to get your accounting system ready for marketplace fees
- How to setup Amazon Expenses in Unify (All accounting systems)
- How to setup 1-Click Accounting for Amazon with QuickBooks Online
- How to use 1-Click Accounting for Amazon with QuickBooks Online
- How to setup 1-Click Accounting for Amazon with Xero
- How to use 1-Click Accounting for Amazon with Xero
Module 5: How inventory is handled in Unify
- General guide to inventory handling in Unify - (coming soon)
- How Unify creates items in the accounting system
- How items are matched in items Unify
- How to map items in Unify - (coming soon)
Module 6: Automation and Consolidation
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