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How to change your automation frequency in Webgility Online

This article helps users update the automation frequency for QuickBooks Online in Webgility Online. With the latest update, users can now set automation to run every 15 minutes or nightly, offering greater flexibility and faster syncing of orders. Users previously set to hourly automation will be automatically moved to the 15-minute option. Follow the steps below to update and confirm your automation settings.

Overview:

Webgility Online users running QuickBooks Online can set their automation frequency to nightly or 15 minutes down from hourly. Users who currently have their automation frequency hourly will switch to the 15-minute option automatically.

1. Sign in to Webgility Online 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.