Overview of Accounting Data in Webgility
In Webgility, accounting data includes items, customers, and related metadata, which must stay synced with your sales channel to prevent errors. Discrepancies can cause sync, posting, and mapping issues. By default, Webgility retrieves data based on the last download date. If you experience errors, follow the steps below to refresh and update your data from scratch.
Note: To avoid permission-related issues with Webgility, ensure that you are logged into QuickBooks as an administrator before proceeding with any of the steps outlined below.
Steps:
Step 1: Manually Clear Dates from Advanced Settings
It’s recommended to clear the dates for the item and customer fields from the accounting side to ensure the most current data is downloaded.
Navigate to Connections > Sales Channels > Advanced Settings.
Click Clear for the Last Download Date for either QuickBooks Items or QuickBooks Customers, depending on your needs.
Click Save and Close.
Below is a GIF demonstrating the steps.
Pro Tip: This step can also be used for troubleshooting sales channel items if they are not downloading properly in Webgility. Refer to the screenshot below to see how to clear the sales channel item list.
Step 2: Download Latest Data and Settings from Scratch
To update customer lists, items, or other settings from the accounting software into Webgility, follow these steps:
Go to Connections > Get Latest Data & Settings.
Click on the drop-down associated with the Download Data button and select Re-Download All Data.
Below is a GIF demonstrating the steps.
This process may take a few minutes, depending on the volume of data in your accounting file. If there’s an issue with the sales channel data or it isn’t up to date, press the Download Data button below to refresh the sales channel settings.
Ideally, all download dates should show today's date. If not, follow the complete process as outlined above.
Once the download is complete, a message will appear confirming that the data was successfully downloaded.
Step 3: Download Only Items from Scratch
To download only items from scratch, follow these steps:
Access the Products Module by clicking on the Products tab.
Select the Download Products from Scratch icon located in the top-right corner of the QuickBooks All Products menu.
Below is a GIF demonstrating the steps.
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