There is no income account associated with the item
If you're encountering an error because an income account is not linked to a specific item, this guide will help you resolve the issue. Learn how to assign the correct income account to ensure your items are properly tracked in Webgility Online.
Possible Causes of this issue:
1). Item Not Properly Set Up in Webgility: If an item was added manually without linking an income account, Webgility won’t track sales for that item.
2). Recent Changes in QuickBooks: Changes to item details or account associations in QuickBooks may not immediately reflect in Webgility, causing errors.
3). Missing Account in the Chart of Accounts: If the income account for the item is missing or deleted from your QuickBooks chart of accounts, it will lead to errors in Webgility.
Steps to Resolve:
Follow the steps below to resolve the issue of a missing income account for your items in Webgility:
1). Access Sync Settings: Start by logging into Webgility Online and go to Sync Settings.
2). Check Income Account Association: In the Sync Settings, find the Products tab. Look for the Income Account field under Create New Product. If this field is blank the item isn’t linked to any income account, which could cause tracking issues.
3). Update the Income Account in QuickBooks: Open QuickBooks and log in to your account. To ensure proper tracking of sales, you may need to create or update the income account associated with your products.
Access the Chart of Accounts: This is where your accounts are listed. In QuickBooks Desktop, find it under the Lists menu. In QuickBooks Online, it is under the Accounting tab.
Add a New Account: Click the option to create a new account. In QuickBooks Desktop, this is done by selecting Account> New. In QuickBooks Online, click New.
Choose Account Type: When setting up the new account, select Income to categorize it as an income account, which tracks money coming into your business.
Enter Account Details: Provide a descriptive name for the account, like "Sales Revenue", and optionally add a description. Choose Sales of Product Income as the detail type to specify the account’s purpose.
Save the Account: Complete the process by saving your changes. In QuickBooks Desktop, click Save & Close. In QuickBooks Online, click Save and Close.
4). Confirm and Sync in Webgility: Return to Webgility’s Sync Settings and check the Products section to ensure the Income Account field is filled in. To refresh your data, click Download from Scratch. This will update all product and customer information from QuickBooks to ensure everything is current.
NOTE: For detailed instructions on downloading the latest data, you can refer to this article:Download the Latest Data from QuickBooks and Your Sales Channel in Webgility Online.
Ensure that the income account is correctly set up in both QuickBooks and Webgility to avoid future discrepancies. If the issue persists, you may need to recheck your settings or contact support.
For additional help, please contact our support team.