Overview:
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 to follow:
Step 1). In Webgility Desktop navigate to Connections in the menu options then goto Sales Channel and click on Advanced Settings. Then navigate to Application tab, clear the last download date for both QuickBooks and store items. Once done then click on Save and Close at the bottom.
Step 2). Now navigate to Products in the menu options and under Sales Channel section goto All Products and click on refresh button and wait for the process to complete.
Step 3). In the same window under QuickBooks section go to All Products and then click on refresh button and wait for the process to complete.
If the problem persists, contact Webgility Support for further assistance.