How to change your automation frequency in Webgility Online

Overview:

Webgility customers who use QuickBooks Online can set their automation frequency to nightly or 15 minutes—down from hourly. Customers who currently have their automation frequency hourly will switch to the 15-minute option automatically.

1. Sign in to Webgility and confirm your orders are posting to QuickBooks correctly. Post a few orders manually to double-check.

2. Navigate to Automation.

3. Under Scheduler Rules, select the Automation frequency dropdown, change the frequency to 15 minutes, and click Save.