Learn how to connect QuickBooks Desktop Point of Sale 19.0 to your e-commerce store.
In QuickBooks Desktop Point of Sale 19.0, you can sell your items or services online and sync them to Point of Sale using Webgility.
After you sign up for Webgility, you can post items, sell, and email receipts all from Point of Sale. Then when you’re ready to check your sales reports, you’ll see new fields added to filter e-commerce sales. Here’s how to set it up.
How to register Webgility for QuickBooks Point of Sale
Before you connect to Webgility, you’ll need to register and sign up for an account.
- Go to File, then select Ecommerce.
- You’ll then go to Webgility to register and set up your account.
How to activate and connect Webgility to QuickBooks Point of Sale
After you’ve registered with Webgility, here’s how to register and connect to Point of Sale.
- Go to File, then select Setup interview.
- Select Ecommerce, then select Sign In and enter your Webgility sign in info.
- Review the Authorization screen, then select Agree & Continue.
- Select OK, and make sure you see Account Status: Active.
Go back to Webgility and connect Webgility Desktop with QuickBooks Desktop Point of Sale 19.
These Posting Settings are recommended, but not required. If you have any questions, Webgility can help you with setting this up.
Webgility has three configurations to collect sales tax. We recommend using My Online Store calculates tax as your sales tax configuration.
Here’s the differences between the options to help you determine which sales tax configuration is right for your business. Be sure to ask your Webgility Implementation Manager for the best option for your business.
Using the Online Store to calculate tax
If you use your online store to collect sales tax, it blocks QuickBooks from using it’s built in sales tax feature and will show the sales tax as a line item on the receipt. You’ll need to set up a new Tax Location and tax item to record into QuickBooks Point of Sale.
This option should be used if you need to collect a variable tax rate for your state but don’t anticipate collecting for other states.
Example: In California, if a product is sold in San Francisco and bought by a customer in Fresno, the order should be taxed at the local rate for Fresno. But since the remittance goes to the same collection agency, using a single line item to track the tax allows for the variable rate and easy tracking of what is owed.
Using QuickBooks Desktop Point of Sale to calculate tax
- You don’t anticipate having to collect sales taxes at a different rate than what is collected in your brick-and-mortar store. If you do not hit any threshold for cross-state tax nexus remittance and you have a single tax rate across your state, this is the best option.
- You’ve built out a tax nexus of Tax Locations in QuickBooks Point of Sale. In this case, you need a separate Tax Location. When you do this, you need to map the individual Tax Jurisdictions you care about collecting for remittance and map them (either by state, county or zip code) within Webgility Desktop.
Note: This option can be time consuming to set up and maintain, since you may need to remit to hundreds of tax jurisdictions. In addition to the number, local taxes change regularly and the tax locations in QuickBooks Point of Sale would have to be regularly adjusted to match.
How do I get started with QuickBooks Desktop Point of Sale 19.0 and Webgility?
To get started, reach out to the QuickBooks Desktop Point of Sale Sales team at (800) 669-8269.
I’m already an existing Webgility Customer. Can I use QuickBooks Point of Sale 19.0 with my existing subscription?
Yes you can. You’ll just need to update your Webgility Desktop install to the latest version. Reach out to your Webgility Customer Success Manager at 877.753.5373 Ext. 2 to learn more.
What if I have a shopping cart or marketplace that is not listed?
If you don’t see your shopping cart or marketplace listed, reach out to the QuickBooks Desktop Point of Sale Sales team at (800) 669-8269 for help.
What if I need to reinstall Webgility on another computer?
Visit Webgility Help and Support or contact Webgility Technical Support for assistance at 877-800-1545.
I just purchased QuickBooks Desktop Point of Sale, can I use Webgility’s online product?
No, QuickBooks Desktop Point of Sale users need to use Webgility’s Desktop products.
Does Webgility manage inventory?
Webgility has an inventory sync with QuickBooks Desktop Point of Sale, so your e-commerce inventory will match what’s in QuickBooks Desktop Point of Sale.
Is automation on by default?
Automation is never on by default. It’s best to turn it on after completing the configuration and posting some test transactions since Webgility is able to un-post these test transactions.
What shipping carriers can I use with Webgility?
Webgility has a built-in shipping module available in the Desktop application. It connects to major US carriers like Fedex, UPS, USPS (stamps.com or Endicia). This makes it easy to compare rates, print customizable packing slips and pick lists, and automatically send tracking info back to the webstore so your customer knows their order has shipped.