Error:
Webgility was unable to find the specified template in QuickBooks.
Cause of the issue:
This issue typically arises in Webgility Desktop when trying to post the orders into Quickbooks. The error indicates that the transaction template configured under transaction setup in Webgility Desktop has been renamed/removed from QuickBooks. To resolve this follow the steps below.
Steps to fix:
Navigate to Dashboard.
Click on the Connections option from the menu.
Navigate to “Get Latest Data & Settings”, a new popup window will appear, under Download Quickbooks Data and Settings click on Download Data. This process might take a few minutes to complete.
Once done navigate back to Connections then goto Accounting/POS/ERP and then click on Sync Settings.
Navigate to Orders and under Posting Rules look for Select the transaction type for posting orders.
If you have enabled “Use this type for all orders” then click on Setup and verify and select the required transaction template under the “Template” field and then click on Save. And then Save and continue. If you are running any other transaction rule then you will need to verify and save each transaction setup individually.
Now try to post the order again.
If the problem persists, contact Webgility Support for further assistance.