How to troubleshoot "Order(s) Not Yet Recorded as Sales” error

This article helps Webgility Online users troubleshoot the “Order(s) Not Yet Recorded as Sales” error in Webgility Online. The issue occurs when a refund is being posted to QuickBooks Online before the corresponding sales order has been recorded. The article explains why this error appears and provides step-by-step instructions to ensure the related order is first posted in QuickBooks before attempting to process the refund, allowing the refund to be successfully recorded as a credit memo or refund receipt.

Error Message:

Order(s) Not Yet Recorded as Sales

Cause of the issue:

This error message occurs when you are attempting to post a refund in QuickBooks Online via Webgility Online. This usually happens when the respective sale order is pending for QuickBooks posting inside Webgility Online.

Steps to resolve:

1. Ensure the order is posted in QuickBooks and listed inside the Posted Orders tab before attempting to post the refund. If the sale (order) hasn’t been posted in QuickBooks, Webgility Online won’t be able to process the refund for that order in QuickBooks.

2. In Webgility Online, navigate to the Orders tab, search for the order number, and post the order to QuickBooks.

3. After the order is successfully posted to QBO, navigate back to the Refunds tab, and post the refund order details, recording it as a credit memo or refund receipt in QuickBooks Online.

Following these steps should help you resolve the error and successfully post the refund in QuickBooks Online.