WGits for QuickBooks
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 “-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.