In this article, you will learn how to import the most recent accounting and inventory data from Quickbooks into Webgility Online.

Here is your step-by-step guide to ‘Download the Latest Data from QuickBooks and Your sales shannel in Webgility Online.

Refreshing Data from Quickbooks and Sales Channel:

If the latest data still doesn't appear in Webgility, try the steps mentioned below:
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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.

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.

You normally won’t need to perform this step, as Webgility will automatically download the data once you press the "Refresh" button in ‘Topic A’

The steps listed below are troubleshooting measures in case your accounting or sales channel related information isn't being updated correctly:

Refer to the below GIF to download sales channel data from ‘Scratch’ :

If you have any questions or need more help, please contact our support team.
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