Overview
The "Duplicate Document Number Error" occurs when you attempt to create a new transaction, such as an invoice or sales receipt, using a number that has already been used in QuickBooks. QuickBooks requires each transaction to have a unique number to maintain proper organization and prevent data duplication.
Two approaches to resolve this error :
Option 1: Modify the Transaction Number in QuickBooks
Access QuickBooks Preferences: Open QuickBooks and log in to your Admin account.
Click on the gear icon on the top left corner and under settings click on Company preferences.
On the left-hand panel, click on sales, and under sales form content, toggle the key to the right for the option Custom transaction numbers. This will help you to edit the transaction number on your Quickbooks.
Search for the Duplicate Transaction Number:
Go to the transaction in QuickBooks that has the same number Webgility is attempting to assign.
Modify the transaction number to a unique one and save the changes.
Retry Posting the Order:
Go back to Webgility and try posting the order to QuickBooks again.
Option 2: Change the Transaction Number Settings in Webgility
Access Webgility Settings:
Navigate to Settings > Accounting > Transactions.
Locate the setting Who assigns the transaction numbers? and select Sales Channel from the dropdown menu.
Alternative Path for Webgility Sync Settings:
Go to Sync Settings > Orders.
Choose Sales Channel from the dropdown menu for which the system should assign the sales receipt number.
Save the settings.
Post the Order to QuickBooks:
Once you’ve made the necessary changes, you can now post the order to QuickBooks.
Need More Help? If you have any questions or need further assistance, contact our support team.