Webgility x QuickBooks Desktop

The Webgility support agent was very knowledgeable and helpful in setting up our account for Shopify Payments and showing me how to download payouts. I would just have liked more explanation of why certain settings were being chosen and what the effect of each setting is to gain a better understanding of functionality.

Looking forward to optimizing our business, the implantation team has been helpful

The WebGility onboarding team was very helpful and quick on the initial setup. This caused a bit of an issue as a few months into it, we discovered the Shopify Clearing Account in QB wasn't set up correctly. Had to make a correction. But, onboarding and customer service are very knowledgeable and responsive. This has been a good overall experience so far, with some hiccups.

I used this to keep my business up and running. We rely on it everyday to keep things running smoothly.

Overall very good app to use with QB. It doesn't sync everything and it takes some getting use to but it is a useful app. The people are very kind as well. They will help you with whatever questions you have.

Webgility looks to be a great integration for our needs. We needed to automate our Shopify to Quickbooks enterprise sales receipt data entry. One item of note, if using Shopify tax calculation and a state such as Colorado which has multiple jurisdictions per zip code, there will be additional work necessary than simply this integration. Avalara can solve this, as can calculating your sales taxes outside of Quickbooks.

Webgility has incredible customer service and support. The app works really well with QB desktop to record your sales and orders. It does not, sadly, record purchase orders and related invoices, it only works for sales receipts. I am hoping that will change as the rest of the service is great.

The software has worked well for us, and when it didn't work as we wanted their support team was extremely helpful and accommodating.

Thank you to Faizan for assisting in the onboarding process for connecting a new shopify site.

Excellent support, patient person very knowledgeable.
explained everything followed me thru the process. Stress free