Orders with Errors not being posted from Webgility Online
Overview
This article is developed to cover the generic steps that can be followed if the orders are not posted to QuickBooks and are stuck in the Webgility ‘Errors’ tab
Step 1: Check the Errors Tab
To check the ‘Errors’ tab, navigate to Sales> Orders and click on the Errors tab.
Under the Details column, hover over the red icon to view the error message.
Step 2: Check QuickBooks Connection (If the Error is Related to QuickBooks Connection)
Verify the connection settings between Webgility and QuickBooks to ensure they are properly configured.
For troubleshooting your connection with QuickBooks Online or QuickBooks Desktop, please refer to the following guide: QuickBooks Connection Troubleshooting Guide
Step 3: Download Data from Scratch from QuickBooks Online
Download Quickbooks Accounting Data:
Go to Sync Settings> Products.
On each tab, you'll find a ‘Refresh Settings’ option. Clicking this option will let you download the latest data and settings from QuickBooks.
Under the Product and Customer tabs, there is a drop-down with options to ‘Refresh Latest Accounting Data’.
Download From Scratch:
This option will re-download all products and customer information from scratch when clicked from their respective tabs. This is recommended if the latest data from QuickBooks is not reflected in Webgility.
Under the Product and Customer tabs, there is a drop-down, select the download from scratch option.
Refer to the below screenshot to download ‘Products from Scratch’ :
Refer to the below screenshot to download ‘Customers from Scratch’ :
NOTE: Do not forget to press 'Save' after downloading the data from QuickBooks
Step 4: Learn ‘How to Refresh Settings to start the data downloading process’:
a) Click the Refresh Settings button to start the downloading process.
b) This task can take several minutes if you have a large amount of data in your QuickBooks, and it may be displayed as such;
c) Once the information is downloaded, you will receive a notification informing you that the process is complete.
d) Save the Settings on each tab after refreshing the settings before proceeding to the next tab.
Download Data from Scratch from QuickBooks Desktop
If QuickBooks Desktop is connected with Webgility Online, perform a Manual Sync after completing all the above steps.
In a few minutes, the data will refresh in the Webgility application.
To launch the Webgility Extension and perform a Manual Sync, follow the steps to ensure proper syncing.
Check Product Matching and Mappings
If orders fail to post due to products not matching, they need to be mapped.
Refer to this help article for instructions on mapping products: Mapping and Remapping Products in Webgility Online.
Reset Sync Error Count
In Webgility Online, you can reset the sync error count from the User Interface.
If any orders in the New Orders or Error tab have a sync error count of 4, a red warning sign will appear. By clicking the Click Here button, you can reset the count to 0.
This reset should be done if orders have been attempted to post at least four times by the Webgility automation. Once the sync count is reset, and if automation is enabled, the orders will be attempted to post to QuickBooks again.
Another common error message is: “Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.”
You will need to adjust the inventory start date in QBO using the following article: Adjust Inventory Start Date in QuickBooks Online.
If you find you need more help, please contact Webgility Support for assistance.