Webgility · Customer Sessions

Office Hours

Live setup walkthroughs with the Webgility implementation team. Every session tackles one configuration topic, shows you exactly how to set it up, and gives you time to ask questions about your own account. Free for all customers.

Biweekly on Tuesdays 12:00 PM ET · 45 min Customers only · Free
Register Free → Upcoming Sessions
Order Settings QuickBooks
Sales Receipt→Grouped✓
Class tracking→By channel✓
Undeposited Funds→On✓
What We'll Cover This Session
🖥 QuickBooks Desktop 🌐 QuickBooks Online

How to Prepare QB Online: The Perfect Setup for New Ecommerce Merchants

Your QuickBooks Online company is where every ecommerce transaction ends up. If your chart of accounts isn't structured for multichannel selling, if your products and services aren't mapped correctly, if your automation rules aren't configured — every order that flows through Webgility lands in the wrong place. And cleaning it up after the fact takes longer than setting it up right.

This session builds a complete, ecommerce-ready QBO company from scratch. We'll walk through your chart of accounts, products and services setup, customer defaults, sales tax configuration, and the automation rules that keep transactions landing clean from day one. Whether you're a new Webgility customer or resetting an existing QBO file, you'll leave with a QuickBooks Online setup optimized for multichannel ecommerce.

Chart of accounts for ecommerceProducts & services setupCustomer defaults & recordsSales tax configurationAutomation rules for Webgility sync

Come Prepared

  • Webgility open — Log into your Webgility account so you can follow along and configure settings in real time.
  • QuickBooks Online open — Log into your QuickBooks Online company in a browser tab. We'll be configuring settings live and you can follow along step by step.
  • Bring your questions — The implementation team is live on the call. Specific questions about your setup get priority.
● Next Session
June 17, 2026
Tuesday · 12:00 PM ET · 45 min

Free for all Webgility customers · Zoom link sent instantly
Bring your questions — implementation team is on the call

Your Hosts This Session
John May
Customer Marketing & Engagement, Webgility

Runs Office Hours and The Ecom Clinic every week. Focused on helping multichannel sellers close their books faster and get more from their Webgility setup.

Implementation Team Member
Implementation Specialist, Webgility

Configures Webgility accounts for new customers every day. Knows every setting, every edge case, and every shortcut — and walks you through each one live.

What to Expect

45 Minutes with the Implementation Team.
You Leave with It Configured.

Every session follows the same structure: understand the decision, watch it configured live, then get your own questions answered.

Who Should Be There
  • New customers in setup — Still onboarding or just finished. These sessions make sure you start with the right configuration — no cleanup later.
  • Existing customers who need a tune-up — Added channels, changed accountants, or hit reconciliation issues you can't explain. Time to audit your settings against current best practices.
  • QB Desktop or QB Online — we cover both — Dedicated sessions for each platform so the walkthrough matches exactly what you see on screen.
  • Your accountant or bookkeeper — They inherit whatever you configure. Invite them — they'll see exactly how data lands in QuickBooks and can flag issues before month-end.
How the Session Runs
1
15 minutes
The Why

Why this setting matters, what goes wrong when it's misconfigured, and how it shows up in your month-end close. Real examples from real accounts.

2
20 minutes
Live Configuration

The implementation team walks through every step on screen. Follow along in your own Webgility account and QuickBooks file.

3
10 minutes
Q&A + Troubleshoot

Bring your edge cases. The implementation team answers live and helps you troubleshoot anything specific to your setup.

Every registrant gets the full recording and slide deck — even if you can't make it live.

Up Next

Upcoming Sessions

More sessions coming soon

We're planning the next round of Office Hours topics now. Register for this week's session and you'll be the first to hear about what's next.

Office Hours by Webgility

Get It Set Up Right. Keep It Running Clean.

Biweekly live sessions with the implementation team. Free for all Webgility customers.

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✓ Free for customers ✓ Implementation team on every call ✓ Recording sent to all registrants