How to Download the Latest Accounting Data from Scratch - Webgility Desktop

Items, Customers, and Other Data (Other Data is sometimes known as metadata which comprises data of items, customers, and associated settings) make up accounting data.

For the Webgility application to function effectively, it's important that accounting and sales channel data stay in sync. Any discrepancy in it can lead to various errors. To avoid sync, posting, and mapping issues, or errors we recommend keeping the Webgility database updated.

Usually, items, customers, etc. download from the last download date when we try to download the products, customers, or both in the Webgility application. Even after doing that if you encounter posting, sync, or mapping errors then we suggest you follow the steps below in the same sequence. This will overwrite old information and download the latest data from scratch.

Note: To ensure that the Webgility application does not run into any permission issues, it is advised to log into QuickBooks as an administrator before carrying out any of the actions listed below.

It is recommended to clear the dates of the item and customer fields from the accounting side.

1). Navigate to Integrations> Sales channels > Advanced Settings.

2). Click Clear for the Last download date for QuickBooks Item or the Last Download Date for QuickBooks Customers as per requirement and click Save and Close.

Note: We can also perform the same troubleshooting step to download sales channel items if all sales channel items are not downloading in the Webgility application. Reference the screenshot below on how to clear the sales channel items list:

The option is available from Integrations> Get Latest Data & Settings if we need to update the customer's list, items, and settings individually, or all of it from the accounting software into Webgility.

Click on the drop-down associated with the Download Data button and click on Re-Download All Data.

The process of downloading data may take a few minutes depending upon the volume of data in your accounting file. If the issue is from the sales channel's end or sales channel data is not up to date then you can press the Download data button mentioned below which will download sales channel's settings. (Ideally, all dates should show today's date if not follow the complete process as advised.) than

Once this is complete you will be shown a message indicating that the download was successful.

To do the same, access the Products Module by clicking on the Products tab.

Next, select the Download Products from Scratch icon located in the top right corner of the QuickBooks All Products menu.

Note: You can also download the Sales Channel items from scratch from the Products module itself by accessing the All Products tab for the sales channel as shown in the screenshot below: