WGits for QuickBooks Desktop Version Updates

Version 1.17.1

• Fixed an issue with summary batching where orders placed before 7am PST were given a transaction date of yesterday
• Made a change so that orders more clearly appear in the Need Review screen when batching by date

Version 1.16

• App created for QuickBooks Desktop and Reckon Accounts Hosted
• Contains all the same features as WineDirect, vinSUITE and eCELLAR

• VineSpring has closed down as of October 1st 2022
• We will no longer provide updates for VineSpring software

• Fixed an issue for Summary batching where very large club batches would not go through successfully

Version 1.15.2

• Fixes made to the “SKU Map required” toggle
• Added email functionality for summary group orders if a grouped order is unable to be pushed to QB Desktop
• Made a change so that summary grouped orders display differently priced items on their own lines, resulting in more accurate sales to the penny

• Improved inventory site support Learn more
• Improvements made to recognizing sales based on paid (funds captured) date

Version 1.15

• Made improvements to WGits QB behavior for orders coming over with multiple transactions across multiple days

Version 1.14

• Updated WGits Code to properly recognize anonymous Square orders and no longer gets placed in Need Review due to the very long anonymous Square emails

Version 1.13

• Fixed a rounding issue for tracking case sales of wines on Summary Batching, where hundreds of orders are placed in a day such as with a club run would show quantities with more than 5 decimal points

• Fixed an issue where orders using WineDirect’s EMV devices would display a payment method of Terminal instead of showing the unique Credit Card types
• Fixed an issue where penny shipping orders were not being recognized on

• Updated WGits Code to identify new values that VineSpring has added such as “Imported” and “Void”
• Fixed an issue where Tock orders with values of TCK-123456789 would be too long for QuickBooks so WGits now removes the TCK- to accommodate QuickBooks order number character limits

• We fixed an issue for users who have WGits set to pull individual names of customers to QuickBooks and where entirely anonymous POS orders would return a “GetByName” error
• Added a field where you can set a custom generic name for when anonymous POS orders are placed

Version 1.12.1

• Fixed a bug where Summary Batching was changing the Customer Name to “C”, it will now use the predetermined Customer Name in the Data Map.
• Fixed a bug where Department mapping wasn’t using the SKU Map with the sale of Bundles.

Version 1.12

• Added a Ship Method Mapper which allows you to indicate the Shipping Method used on an order. This maps to the Ship Via field in QuickBooks. You will need to add your Ship Methods to QuickBooks with this update. Learn More
• Added mapping for a Ship Date field that populates the Ship Date of a sale in QuickBooks or respects the Requested Ship Date of a Shipping Order. Learn More about how this system chooses the Shipping Date.

• Added a Sales Rep Mapper which lets you use Commerce7 Order Tags to populate the Sales Rep field in QuickBooks. Learn More

Version 1.11.4

• Fixed a bug in the Time Zone selector on the Batch By Date feature
• Fixed a bug where the shipping item was being recorded incorrectly on some refunds
• Added a feature in the Bundle Mapper to control non-taxable items within a bundle
• Improved logic for New Zealand and other countries that includes tax on sales

Version 1.11.2

• Commerce7 – NEW FEATURE – Freight Mapping Options for Reckon and QuickBooks:
  • We’ve added a new mapper that will allow you to use Commerce7 Order Tags to Map different Freight Items
• All Users – All Platforms:
  • Fixed a bug in the Time Zone selector to improve an issue where transactions placed after 4 or 5pm PST were being pushed to the next day
  • Added a feature in the SKU Map to allow Class control on a per-item basis and allows a blank class when you enter in “-” as the Class Value

Version 1.11.1

• WineDirect and Commerce7:
  • We’ve added enhancements for Summary Batching
  • The Paid Date filtering feature has been improved to accommodate Quarantined Orders
  • Fixed an issue where only the first 50 bundles of a product list were appearing in the Bundle Mapper
• WineDirect:
  • There are minor adjustments to the code to make it run smoother
  • Fixed an issue when selling a WineDirect order with $0.00 shipping
  • Fixed an issue with Bundle Mapping not generating the SKUs
• Commerce7 – NEW FEATURE – Use Order Tags to have more in-depth views of your QB revenue streams:
  • New features added to allow customizable mapping based on Commerce7 Order Tags
  • Use Order Tags to map to additional unique customers, classes, tax code overrides & income account overrides
  • Use Dynamic or Manual Tags along with Meta Data to get a better view of your Samples, Pours, Donations, etc
• All Users – All Platforms:
  • Added a Payment Method Mapper feature that gives you extra customization to name your Payment Methods in QuickBooks differently
  • Added a Time Zone selector to control the date format that you expect to see in your accounting software
  • When Batching by Date, we now grey out the “Start Batch” button when you’ve clicked it to avoid double click issues
• All Users – All Platforms for Pro Version:
  • Fixed an issue that was causing all profiles to run in auto-run mode by adding a profile selection checkbox for auto-batching
• New Integrated Data Source: Reckon Accounts Hosted
  • WGits QB use to be exclusive to QuickBooks accounting software only, however now WGits can integrate with New Zealand/Australia-based accounting software, Reckon Accounts Hosted

Version 1.10.4

• improvements to summary batching functionality
• updated code endpoints to meet WineDirect’s new web service infrastructure
• fixed an issue with Pro account batching when orders are in the queue
• made improvements to bundle skus when selling multiple bundles in a single order

Version 1.10.3

• added API throttling for Commerce7 users (enhances stability)
• corrected a Summary Batch processing issue where the “-0” order number would be imported due to pre-mature shutdown of QB processing
• corrected an issue where credit memos would display incorrectly when no line items are present such as shipping only refunds
• fixed issue where VineSpring batches with over 100 orders would fail
• removed unnecessary message which was seen when Batch By Dates window closed
• corrected an aggregation of refunds for values such as “taxes on shipping” in Summary Orders
• corrected date display in transaction edit from the Review page; dates will now display in PST as they do everywhere else
• added support for “bundled” skus in summary orders for Commerce7 and WineDirect users

Version 1.10.2

• Added a toggle that gives enhancements to adjusted logic for Quarantined orders
• Improvements to Time Zone adjustments to account for WineDirect PDT Time Zone records
• A new automatic “Retry” solution for WineDirect users where some orders were periodically being missed

Version 1.10

• New Batch Summary solution: No longer pull over every single transaction. Instead, pull over aggregated batches by day (user guide)
• A new automatic “Retry” solution for WineDirect users where some orders were periodically being missed
• Made a global improvement to how Gift Cards appear in QuickBooks when they are redeemed (user guide)
• Tips now pull over properly for VineSpring users
• Commerce7 POS orders for customers without email addresses will now pull into QuickBooks without issue
• Department Mapping for WGits Pro QB accounts are now unique for each Profile
• Made an adjustment so that VinSUITE price displays better for overwritten prices

Version 1.9

• Added support for wineries using vinSUITE
• Made fixes to department mapping functions
• Added improvement where proper inventory pool is applied on Refunds
• Minor cosmetic adjustments

Version 1.8

• Added the New Department Map feature. As mentioned above, this feature allows you to map specific products based on their Department name in order to point to a single item representing the Department in QuickBooks.
• Fixed a problem where a declined credit card was sending orders over with a “Multiple” payment status. Now only successful cards will more accurately show the “Multiple” payment method status.
• Fixed an issue where $0.00 items sold on some users’ websites caused the date of the sale to be incorrect and stuck in the “Need Review” tab
• Fixed how order numbers display for VineSpring users only
• Improved batch code to work better with WineDirect’s upcoming API Changes
• Minor cosmetic adjustments

Version 1.7.1

• We now support multiple inventory sites (QuickBooks Enterprise only).
• Inventory can now be pulled on a partial case basis.
• Ability to point order types or sales channels to any class or subclass of your choosing. You can also specify that orders of a specific type or class should be ignored.

Version 1.7

• We now integrate with eCellar!
• Support for department mapping on Commerce7, eCellar and WineDirect.

Version 1.6

• We now integrate with VineSpring!
• Cloud logging! This means you no longer have to send us your log files in order for us to diagnose issues with WGits.
• Improved index usage for Batch History page, improving load speed.
• Enhanced SKU Map entry – Users can now enter or import SKUs from their eCommerce platform without a value in the “Quickbooks SKU” column, and then choose QuickBooks SKUs from a lookup list in WGits.
• Fixed a bug that occurred when running in auto-connect batch mode where the notification emails did not include the profile name.
• Fixed a bug that occurred when running an ad-hoc batch, if an error occurred, the ad-hoc window would close (now it will stay open).
• Fixed a bug that occurred when a successful ad-hoc batch completes, that the ad-hoc window closed and the dashboard would not update (It will now update with the details of the ad-hoc batch).

Version 1.5

• Introducing WGits Pro for Quickbooks. Do you have multiple brands or wineries with multiple QuickBooks company files? WGits Pro for Quickbooks will support up to 5 different company files on one desktop or server install across any of the platforms that WGits currently supports (WineDirect and Commerce7) or will support in the future.
• The “Batch History” tab is now faster. We achieved this by loading the last 40 batches initially, with a button below them to load additional batches of 40 as needed.
• Fixed a bug with bundle discount refunds that caused “QB item” type error.
• Improved the date picker on the “Run Batch by Date” dialog box.
• Added logic to WineDirect data source to only process “Completed” orders.

Version 1.3

• Introduces “SKU Mapping” – allows the user to setup a mapping table, to convert from SKUs found in the online order source to the SKUs used in Quickbooks.
• Added the option to directly import Customer data (default WGITS behavior has been to import all orders with a single set value for the QB customer).

Version 1.2.1

• For shipped orders WGITS QuickBooks will now properly charge (or refund) tax on shipping.
• Handling now transfers into QuickBooks.
• Classes in QuickBooks are now applied to the following line items: shipping, tax, tips, and handling.
• Tips will now appear on refunded orders.
• Can handle as many as 5,000 transactions in one transfer.
• Added additional error handling to avoid time out errors.

Version 1.1.5

• Supports the mapping of WineDirect BUNDLES to Quickbooks ITEM Groups.
• Gracefully handles WineDirect API failures – which will reduce the need for manual fixes.
• Fixed a bug that was causing settings to disappear.
• Fixed a rounding error that occurred with penny shipping.
• Rejected orders will now be removed from the transaction review tab.
• Transfer multiple transactions within a given date range and ignore transactions that already exist in Quickbooks.
• You can now select multiple orders and process or reject them as a group – no more having to handle orders one at a time.
• You can now filter orders by keyword.
• You can now export batch history as a .CSV file for any specific batch.
• Fixed a bug that had batches run using a start date of 7/21/17.
• For Wine Direct orders with shipping amount only (no actual items sold), WGITS QuickBooks will now properly charge (or refund) sales tax.

Version 1

WGits QB launches for WineDirect