Overview:
If you encounter the error message "Customer has been deleted in QuickBooks" while attempting to post orders in Webgility, this guide provides step-by-step instructions to resolve the issue effectively. This error typically arises when a customer record in QuickBooks is either deleted or altered, preventing Webgility from correctly linking the transaction.
Steps to Fix the Issue -
Update Webgility Desktop to the Latest Version -
Ensure you use the latest Webgility version to avoid bugs and compatibility issues.
In the Webgility Update window, you can see the current version of your Webgility Desktop application and the new version available, as shown in the screenshot below.
Use the "Check for Updates" option within Webgility. Refer to the detailed guide here: Update Webgility Desktop Using Check for Updates.
Alternatively, download the latest version manually if you encounter difficulties. Before proceeding, create a Webgility backup to secure your data. Learn how to create a backup here: How to Create a Database Backup.
2. Reconnect Webgility with QuickBooks
Re-establishing the connection between Webgility and QuickBooks can often resolve communication errors. Follow these steps:
This step ensures all configurations are correct and synced.
In QuickBooks:
To get started, you will need to activate your Webgility account from within QuickBooks Enterprise 22. Learn how, here.
In Webgility Desktop:
Once your Webgility account is activated, connect Webgility Desktop to the Sales Channel.
Navigate to Connection > Accounting/POS/ERP> Add Connection
Select the correct version of QuickBooks from the drop-down menu.
Launch the QuickBooks company file you want to connect to Webgility.
Log into QuickBooks as the admin user and switch it to single-user mode. The admin login is required for connection purposes only. Once the connection is made and the data download is complete, you can switch back to any other user or switch to multi-user mode.
Press the F2 or Control + 1 key to bring up the Product Information window on the screen.
Copy the company file location from the Product Information window, then close it.
Paste the copied file path to the Company file location field in the Webgility connection window. Then click Connect to QuickBooks.
This will open the Application Certificate in QuickBooks, and grant access to the Webgility application from QuickBooks as an admin.
Once this permission is granted, click Continue to process.
You will be redirected to the Order Processing Settings. Configure the basic settings, then click Continue.
Select Configure my posting settings for detailed configuration, and set rules for posting the orders to QuickBooks. Then click Go to Settings.
3. Perform a Fresh Download of QuickBooks Data
Refresh all data by downloading it from QuickBooks again to ensure changes in customer records are updated in Webgility.
Downloading the latest accounting data from QuickBooks ensures all updates and changes are synced with Webgility. Follow the guide here:How to Download the Latest Accounting Data from Scratch.
4. Test Order Posting Again
After updating Webgility, reconnecting QuickBooks, and refreshing the data, try posting the order again. The error should now be resolved.
If you need further help, reach out to Support using the chat option.