Module 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

• How to setup automation in Unify