Webgility Free Trial: Get-Started Guide

Ecommerce Automation

A quick guide to setting up your free trial

GO!

5 reasons to start a free trial:

1. You can test and access every major feature and setting for 15 days.
2. You can connect all — yes, all — of your stores, sales channels, shipping apps, and more.
3. You can review performance data for your entire operation.
4. You can configure your account to suit your needs, so everything’s ready when you buy.
5. You can connect to a person in-app anytime you need help.

Quick, convenient sign-in with Intuit or Google.

1. Create an account

Start a Free Trial

2. Connect your first sales channel

Connecting a sales channel is the best way to experience automation in action. This is your Webgility account, not a dummy version. Select your channel and follow the prompts to sign in or add your store’s web address and connect. Once your store connects, the Webgility app will open to the dashboard.

Don't worry. You'll be able to add more channels and apps later. We're just warming up.

“We went from $1.9 million to $5.5 million in revenue and now process over 10,000 online orders a month. You cannot truly scale any online business without Webgility’s automation.”

Dan Wells, Owner Bases Loaded

3. Connect your QuickBooks

Once you're in the dashboard, go to Settings > Connections Manager > Add QuickBooks. The heart of automation is being able to download all your online orders, POS purchases, inventory, pricing, catalog, and other ecommerce data — from everywhere you sell — and post them to your accounting solution automatically. So you don’t have to do it manually.

4. Start automating!

You did it! You’re ready to start using your trial. From here, you can:

• Choose your accounting method or how you want to download orders (i.e., as summaries or individual line items)
• Download an order (or many) to test your settings.
• Set up the scheduler tool to download orders automatically as often every 15 minutes.

“Webgility saves me so much time from manually entering new items and orders. It helps keep accurate inventory and, best of all, the support is second to none! Support is always there to help, and I have never been disappointed in the six years I have been using the app.”

De Anna Thompson, Apparel Garden Boutique

Accurate inventory tracking

Effortless expense tracking

Automate purchasing, fulfillment, returns, refunds, and other workflows to improve operational efficiency.

Automatically manage pricing and inventory across your sales channels and accounting software to avoid stockouts and overselling.

Get a closer look at marketplace, payment, shipping and other platform fees across your sales channels, and identify more ways to save.

Not convinced? Calculate your ROI!

Benefits of automation

Improved workflows

Talk to an automation expert

Start a Free Trial

About Webgility

Webgility is flexible, powerful ecommerce automation software that connects all your ecommerce stores and marketplaces, POS system, shipping platform, and more to QuickBooks Online or QuickBooks Desktop.