Overview
This article shows the general steps to post orders into QuickBooks. Once an order is downloaded into Webgility, you can direct it to be posted into your accounting solution or point of sale as a sales transaction. Posting orders can be done from the Orders, Errors, and Archived views in Webgility.
How to Post Orders to Your Accounting Solution with Webgility Desktop
Posting from the Orders view is shown below, but the method works in the other views as well.
Order Posting from the New Orders Tab:
- Once the orders are downloaded they will populate in the New Orders tab, select an order which you would like to post and click on Post To QuickBooks.
- In-case of Multiple Orders posting, bulk select the orders and click on Post to QuickBooks.
Orders Posting From the Errors View Tab.
Orders that are not successfully posted to the accounting solution will be pushed to the Errors view, there may be a different reason for the order to be automatically moved to the error tab. Here, is an example, when the Sales Channel item is not mapped with a QuickBooks item.
- In Webgility Desktop, navigate to the Errors View Tab, select the orders which have a mapping error. While clicking on Post to QuickBooks, Webgility will show a prompt to either create a New Item in QuickBooks or Map with an existing item in QuickBooks.
- In our case we are mapping the store item with an existing QuickBooks Item, once it’s mapped close the Window re-select the order and hit Post to QuickBooks.
- To learn more about error view please refer to this article Errors View in Webgility Desktop.
Order Posting From the Archive View.
We usually recommend archiving orders once they’re completed. But if you have archived it for any reason. Here is a video to post orders from archive view.
- In Webgility Desktop navigate to the Archive Orders View, verify pending orders, select such orders and click on Post to QuickBooks.
Note: To remove an order from your accounting solution that was previously posted by Webgility, you can use the "unpost" or “undo sync” option: Learn How to Unpost Transactions from Webgility Desktop with Undo Sync
If the problem persists, contact Webgility Support for further assistance.