How to View Error Details for an Order in Webgility Online
If an order fails to post to QuickBooks, understanding the error details is crucial for resolving the issue. This guide provides instructions on how to check the error details for an order in Webgility Online.
Quick error view on the order dashboard
1). Navigate to the Error Tab
Open Webgility Online and log in.
From the main menu, select "Sales."
Click on "Orders" to access the orders section.
Within the Orders section, select the "Error" tab to view orders that encountered errors during posting.
2). Hover Over the Error Icon
In the Error tab, locate the order that failed to post to QuickBooks.
Look for the Error icon (i) under the Detail section of the order.
Hover your mouse over the Error icon to see a brief description of the error. This quick view provides an immediate insight into what went wrong without opening the full details.
Order detail Window for error
3. Open the Order Details Window
Click on the Order Number of the problematic order to open the detailed order view.
This action opens a new window displaying all the details of the order, including customer information, items, and transaction details.
4. View the Complete Error Message
In the order details window, navigate to the "History" tab.
The History tab logs all activities related to the order, including error messages.
Review the complete error message in this section. The message will provide detailed information about the error, including the exact cause and the time it occurred.
Understanding the complete error message is crucial for troubleshooting. It may include specifics such as missing information, incorrect data formats, or connectivity issues with QuickBooks.
Pro Tips:
Always check the History tab for a full understanding of the error. The quick view provides a summary, but the History tab offers detailed insights necessary for resolving order issues.
If you need further assistance, Contact Support.