Download Items from Scratch from Both QuickBooks & Sales Channel
In Webgility Desktop, downloading items from scratch from QuickBooks is necessary when setting up your account or when there have been a lot of changes made to your item list in QuickBooks. Here are some reasons why downloading items from scratch is necessary:
Initial setup: When you first set up Webgility Desktop, you need to download your item list from QuickBooks to establish a connection between the two programs. This ensures that Webgility Desktop has accurate information about your products.
Major changes: If you make major changes to your item list in QuickBooks, such as adding or deleting items, you need to download the items from scratch to update the information in Webgility Desktop. This ensures that your accounting and inventory management are accurate and up-to-date.
Data errors: In some cases, data errors can occur in Webgility Desktop that could prevent accurate syncing with QuickBooks. In these cases, downloading items from scratch will help fix any issues and ensure your data is accurate.
Syncing issues: If you experience syncing issues between Webgility Desktop and QuickBooks, downloading items from scratch can help to re-establish the connection between the two programs and ensure that your data is syncing properly.
Overall, downloading items from scratch is an important process in Webgility Desktop that helps to ensure the accuracy and reliability of your accounting and inventory management data. It may be required periodically to keep your data up-to-date and to prevent any potential syncing issues.
Steps
Step 1). To download items from scratch from QuickBooks, please refer to the screenshot tutorial mentioned below.
Step 2). Please wait till you get the success message, as shown below, Once you see this dialog box, Quickbooks data is successfully downloaded.
Step 3). To download Items from scratch from the Sales Channel navigate to Integrations> Stores> Advanced Settings.
Step 4). Under Application navigate to the Last download date for Store Items, Click the Clear button, Save the settings, and Close.
Step 5). Next, you will need to download the latest product data in Webgility from the product catalog by going to Products> All Product (under the sales channel on the left-hand side)> Refresh button.
Step 6). This process may take several minutes to complete. Once completed, a dialog box with the confirmation message will appear.
Please don't hesitate to contact Webgility Support if you have any questions.