Channel: QuickBooks

Category: Science & Technology

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Description: Set up your business’s ecommerce channel for success using Enterprise and Webgility. Learn how to: Determine your order-posting settings Manage your product listings and locations Organize your customers Record sales tax, discounts, expenses, and fees In this video: 0:00 Intro to today’s webinar and speakers: Marjorie Adams, CEO of Fourlane, and Zach Smith, Senior Account Executive at Webgility 4:00 Overview of Webgility’s automation settings in QuickBooks Enterprise for order management 5:05 Posting orders individually versus in groups, and frequency of posting in groups 8:45 Why and how to post sales to sales receipts, paid invoices, or sales orders 14:34 Configuring your Webgility settings to manage returns 18:31 How Webgility can automatically generate purchase orders in QuickBooks Enterprise for drop-ship items or when inventory is out of stock 21:47 How to auto-build any assemblies before posting transaction to QuickBooks 26:06 Setting your product-matching criteria in Webgility, for your online store and in QuickBooks 26:40 Specifying what your system will do when matching products aren’t found 30:04 Setting customer matching criteria for orders, customer creation or consolidation by store 34:30 Configuring your sales tax to be recorded as a line item in QuickBooks, and recording different sales tax rates for different locations 35:34 Setting your preferences for recording discounts 35:48 Configuring how your payment processing fees and shipping costs will be recorded Subscribe to our YouTube channel: goo.gl/jY1fyz Learn more about QuickBooks Enterprise at: intuit.me/qbenterprise #EnterpriseDiamond #QuickBooksEnterprise #ecommerce #ordermanagement #automation The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.