The Scheduler is an application that enables automation and works separately from Webgility Desktop. In order to launch the scheduler, first you will need to login to the Webgility Desktop application.

When logged in to the Webgility Desktop there will be a Scheduler Indicator button in the upper right corner, next to the store selection drop down.

Clicking on this icon will open a new window and provide two options to choose from: Start Scheduler and Review Settings. If you have already configured the Scheduler before, then you can directly click on the Start Scheduler option, otherwise, choose the Review Settings option.

The clock icon will turn amber as soon as you select the Review Settings option, indicating the Scheduler is on standby. After you start the scheduler, the icon will turn green, indicating that it is running.

Clicking the below icons will launch the Scheduler, changing the color to green and indicating that the Scheduler application is running.

Scheduler off:

Scheduler On:

Scheduler Running:

Note: When you start the Scheduler, it will ask you to configure the settings.

Store Settings

When configuring the Scheduler there are two main areas to review, Store Settings and Webgility Settings.

Similar to the primary Webgility Desktop application, the Store Settings area has a section for selecting specific sales channel and configuring each in its own specific manner.

This section is further divided into four segments:

  • Get Latest from Store: This enables the automation to download the latest orders from your stores. This also allows the user to adjust the timing intervals for downloading orders, items, and other accounting configuration data from the store.

  • Post Update to QuickBooks and Store: This set of configurations will help users enable the automation for posting orders to the accounting system, retrieving tracking IDs from the accounting system, and sending tracking information back to the sales channel.

    For the Amazon marketplace, this set of configuration settings also has an option to enable automation to post Settlement Reports for the expenses and fees.

    There is also an option to enable automation to download accounting system updates such as customers, items, and other data at regular intervals.

  • Products and Inventory: This set of configurations allows users to enable automation for product price and quantity synchronization between the accounting system and the online store.

Backup your Data

Enable automatic backups of your Webgility Database.

  • Settings: From here, you can toggle to enable or disable popup notifications for the processes in the Scheduler. From here you can define the behavior of your application. Decide whether you want to launch the Scheduler during Windows startup, as well as when to send an activity report of the Scheduler data.

After it is configured fully, you can click Start Scheduler.

Accessing the Scheduler from the Windows System Tray

If you have already started the Scheduler, you can access it from the Windows system tray to perform scheduled tasks in the background. When you start it for the first time, you can configure the scheduler for each store profile separately and then start it.

1. In the Windows taskbar, click the upwards arrow to expand the menu of items currently running in the system tray.


2. Then, right-click the Scheduler icon.


3. In the pop-up menu that opens, you can edit the scheduler settings, start or stop the scheduler services, exit the scheduler, or view the scheduler log for the current day.


  • The Scheduler will run even if Webgility Desktop is closed.

  • Start the Scheduler by clicking Start in the Scheduler dialog box after launching the application.

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