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Download the Latest Data from QuickBooks in Webgility Online

This article helps Webgility Online users ensure their accounting data remains accurate and up to date by downloading the latest information from QuickBooks Online. It is especially useful after changes have been made directly in QuickBooks Online or when discrepancies appear in synced data. The guide walks users through the steps to sync recent updates including product details, customer information, and configuration settings into Webgility Online.

Steps:

1. To download the latest accounting data in Webgility Online, navigate to Sync settings > Products

 

2. On every tab you will see a Refresh Settings option. Clicking this option will allow you to download the latest data and settings from QuickBooks.

 

3. Under both the Product and Customer tabs there is a drop-down with options to Refresh the Latest Accounting Data and Download from Scratch.

Download from Scratch will redownload all products and customer information from scratch. This is recommended if the latest data is not reflected in Webgility even after clicking Refresh Latest Accounting Data.

 

 

4. Click Refresh Settings to start the data downloading process.

 

5. This can take several minutes if you have a lot of data in your QuickBooks.

 

6. Once it downloads the information, you will receive a notification that it is done.