How to Post Orders from Webgility Desktop if QuickBooks Accounting Period is Closed

This article explains how Webgility Desktop users can post historical orders to QuickBooks Desktop even when the accounting period is closed. Since QuickBooks restricts backdated entries once the period is closed, Webgility Desktop provides an option to override this limitation. By enabling the “Post Order(s) in case the accounting period closed?” setting, users can post such orders using either the payment date or the current date. The guide walks through required setup steps, including stopping the scheduler, updating sync settings, and restarting the scheduler to ensure smooth posting.

Overview:

Finding a way to enter historical orders in QuickBooks Desktop after the accounting file has been closed is difficult because QuickBooks Desktop does not allow you to record transactions from earlier dates after the accounting file has been closed. You may see an error as shown in the below screenshot while posting the order from Webgility Desktop into QuickBooks Desktop.

Webgility Desktop can help you out here! This article illustrates how we can post the historical orders from Webgility Desktop to QuickBooks Desktop after closing the accounting file.

1). Open the Webgility Desktop application. Click Login.

2). Once logged in, click on Connections> Accounting/POS/ERP> Sync Settings.

3). In the Sync Settings window that appears next, you will be taken by default to the Orders tab. Navigate to the Optional Settings.

4). Click on the drop-down arrow next to Customize post options and check the option “Post Order(s) in case the accounting period closed?” Refer to the image below.

Pro Tip:

1). Before we follow these steps, make sure to stop and exit the Webgility Desktop Scheduler completely, and make sure it is not running in the background. Refer to the image below:

2). Save the settings as mentioned in the above steps and then restart the scheduler.

3). Orders will be posted to QuickBooks Desktop using either the payment date or the current date whichever is earlier.

4). All the orders should be posted without issues

Here is how a historical order will appear in QuickBooks Desktop after enabling the setting in Webgility Desktop