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We tried out six different Shopify to QuickBooks integrations and found each lacking needed features. In the end, we landed on Webgility Desktop. My only complaint is that I wish we could have used Webgility Online, but it doesn't support Shopify POS. Aside from having to set this up on a local computer, the software is probably the most flexible solution on the market, making it easy to conform to exactly how you want to run your accounting. And Prerit offers a very solid onboarding experience, taking to time to carefully go through all of our questions and make sure we have answers.
We have been using Webgility for a couple of years to import our orders from Shopify into Quickbooks desktop. It does what we need and keeps us from duplicating effort.
Nehal was a wonderful help -- very knowledgeable and helped solved my issues quickly and efficiently.
I hate accounting! If it wasn't absolutely necessary, I wouldn't do it. It is necessary, though, so I looked for the easiest solution. Webgility makes it as easy as it's going to get. All my sales data transfers over to Quickbooks (desktop Enterprise edition) pretty seamlessly. (I can't tell you how much I wish all the data for all my purchases would, too!) From time to time my account rep, Shoeb Khan, checks in to see if I am having any problems. So far all is well. The software works.
We're glad we could make the process easier and look forward to all the time savings you'll enjoy in the future. Thank you!
When it works, its great! They often have updates that if you don't install can cause the scheduler to stop working. But their technicall support (last pers on I spoke to was Shobhit) is really great and they usually help resolve any issues quickly.
I like that this app syncs my store inventory and orders, etc. from Quickbooks Point of Sale to my Shopify online store and vice versa. I have just begun using this app so it will take some time to give a proper review, but I believe that this app is going to meet my needs wonderfully.
We are using QB and the Webgility app to integrate. There are have been some learning curve glitches to get it setup across multiple computers, but overall the customer service team is easily accessible and although it has taken multiple efforts, they have been helpful in solving all problems. There has been some trial and error setups with discounts and other financial aspects of the integration, but so far we have been able to make everything meet our needs.
I use this ap to help me post online orders to Quickbooks POS. I really like how it syncs the orders. I wish there was a better way to accept the sell gift cards online & use them in store. Webgility & Shopify want customers to only use the gift cards online. Also, I don't care for the way it records Sales Tax as a line item. Non-taxable & Taxable sales should also be broken down on the Tax Category summary report. Karen Doebbler, Accountant, Penner's, Inc.
**Update**
Over the last week or so, the support team at webgility has been working tirelessly to address my issues with the way the platform processes sales tax. While the issue remains, I am optimistic that they may find a solution. They have helped identify some of the improved handling available by using the desktop platform. My support rep Shoeb Khan has been very hands on and proactive. I have to say, that they really work hard to back up their product. For people that don't have the complications we have in our region, I would recommend the product based on the excellent product support they offer. The app is functional, but requires significant monthly "clean up" and cannot be trusted to accurately map or import sales taxes. It is able to capture the most basic transactions, but most transactions will ultimately require significant verification and correction in order to work the data into a format that works with the Quickbooks method for accounting for sales tax. Among other things, It is unable to accurately cope with sales tax groups, multiple sales tax codes, multiple tax authorities, or differentiate items that are subject to differing tax rates within the same jurisdictions. As a result, we are forced to perform dozens of correcting entries every month to properly record sales taxes on sales, even with the relatively small number of transactions we process monthly. It also struggles to correctly import refunds. We have been working with the app for more than a year in hopes that the problems would be addressed, but there have been no changes, improvements, or upgrades to the platform in this time period. While we spent many many hours with with the setup team working these problems, the fact remains that they could never achieve better than "sort of workable". In the end we settled for a setup that required the least amount of monthly data correction. It is functional, and because we paid for a year upfront, we will suffer along for the remainder of our subscription. Our business is a hybrid bricks and mortar and online business, and it really doesn't work well at all for us, so we would not recommend it, nor would we renew it unless they are able to address the issues.
We have been using this app for a year and it definitely is a time saver vs hand entering the orders into our accounting system. The only flaw we have is that it only allows for one discount code to be imported into QB. The service team is great. ShOeb Khan and Aman Gauhar were extremely helpful when we needed changes made to our account. ShOeb called me back as promised and helped assure I was happy with my experience. Thank you