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How Do I Batch Orders into Quickbooks?

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There are a few options when it comes to batching orders into Quickbooks from your ecommerce platform.

Automatic Batching

After a call with us to setup the software, you can have WGits for QB automatically batch daily, weekly or monthly. You could ask the batcher to automatically pull every 7 days or every X days of your preference. This will pull the orders from your ecommerce platform in the frequency you have requested. You can access this menu by going to the Setup tab > click on the tab with your ecommerce platform name > click on the “Enable AutoConnect” button > then click on “Edit Schedule“.

Choose Dates for your auto batching with WGits QB

Run New Transactions

On the main screen of the WGits software, the “Run New Transactions” button lets you manually command the WGits for QB system to batch. This will pull everything since your last batch up to the current up to the minute orders that have been placed.

This allows you to run new transactions

Run Batch by Dates

With this option you can freely choose the day and time for your date range to pull orders into Quickbooks. With this tool you can also choose to “Ignore” orders that are already in Quickbooks, and to “Ignore” orders that are already setup to “Need Review”.

Run your QB batch by specific date range with this window.

Test Order Xfer

The Test Order Transfer button allows you to import any order number you wish to test and see how the orders are going to look. This is usually used on a case by case basis or when initially starting up the use of the WGits for QB software.  This tool is primarily used for testing purposes only so don’t make a habit of using this tool all the time.

NOTE: This button will import any order number, even if that order number already exists in Quickbooks.

WGits QB Test Order Transfer Button


Batch Summary vs Single Transactions

You have a choice between offering single transactions for your batches or sending over sales in a summarised batch. Learn more about the Batch Summary feature.