St. James Cheese Company review for QuickBooks Sync by Webgility

Nov. 1, 2021

**Update** Over the last week or so, the support team at webgility has been working tirelessly to address my issues with the way the platform processes sales tax. While the issue remains, I am optimistic that they may find a solution. They have helped identify some of the improved handling available by using the desktop platform. My support rep Shoeb Khan has been very hands on and proactive. I have to say, that they really work hard to back up their product. For people that don't have the complications we have in our region, I would recommend the product based on the excellent product support they offer. The app is functional, but requires significant monthly "clean up" and cannot be trusted to accurately map or import sales taxes. It is able to capture the most basic transactions, but most transactions will ultimately require significant verification and correction in order to work the data into a format that works with the Quickbooks method for accounting for sales tax. Among other things, It is unable to accurately cope with sales tax groups, multiple sales tax codes, multiple tax authorities, or differentiate items that are subject to differing tax rates within the same jurisdictions. As a result, we are forced to perform dozens of correcting entries every month to properly record sales taxes on sales, even with the relatively small number of transactions we process monthly. It also struggles to correctly import refunds. We have been working with the app for more than a year in hopes that the problems would be addressed, but there have been no changes, improvements, or upgrades to the platform in this time period. While we spent many many hours with with the setup team working these problems, the fact remains that they could never achieve better than "sort of workable". In the end we settled for a setup that required the least amount of monthly data correction. It is functional, and because we paid for a year upfront, we will suffer along for the remainder of our subscription. Our business is a hybrid bricks and mortar and online business, and it really doesn't work well at all for us, so we would not recommend it, nor would we renew it unless they are able to address the issues.