Experiencing difficulties while trying to download your QuickBooks customers can be frustrating. This article is designed to guide you through troubleshooting and resolving issues that may be preventing you from successfully downloading your QuickBooks customers.
Here are common issues and steps to address QuickBooks Customer Download Issues:
Change the Last Download Date
To initiate a new download for QuickBooks customers, you may need to change the "Last Download Date" within Webgility Desktop. Follow these steps:
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Go to "Integrations> Stores> Advanced Settings" within Webgility Desktop.
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Locate the "Last Download Date for QuickBooks Customers" setting and change the date to today's date.
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After updating the customer data in QuickBooks Customer, attempt to download the customers again.
By changing the "Last Download Date" to the current date, you are indicating that you want to retrieve the most up-to-date customer data from QuickBooks. This can help ensure that your customer information is current and accurate in your records.
Additional Resources
If you're looking for more guidance on configuring customers or managing QuickBooks customer data within Webgility Desktop, we have a video resource available to assist you. You can watch the video here. This video provides a step-by-step demonstration of the process.
If you've followed the steps above and are still encountering problems with downloading your QuickBooks customers in Webgility Desktop, don't hesitate to reach out to Webgility support at support@webgility.com OR initiate a chat support by in-app chat feature for further assistance.
Our support team is dedicated to helping you resolve any download issues and ensuring that you can effectively manage your QuickBooks customer data for your business. Your success is our priority, and we're here to support you every step of the way.