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How to View Error Details for an Order in Webgility Online

This article helps Webgility Online users identify and understand the root cause of errors when an order fails to post to QuickBooks Online via Webgility Online. The article explains the two levels of error visibility available: a quick view from the dashboard and a detailed log within the order record, enabling users to troubleshoot and resolve issues effectively.

 Quick Error View from the Orders Dashboard

1). Navigate to the Error Tab

  • Open Webgility Online and log in.

  • From the main menu, select "Sales."

  • Click on "Orders" to access the orders section.

  • Within the Orders section, select the "Error" tab to view orders that encountered errors during posting.

2). Hover Over the Error Icon

  • In the Error tab, locate the order that failed to post to QuickBooks.

  • Look for the Error icon (i) under the Detail section of the order.

  • Hover your mouse over the Error icon to see a brief description of the error. This quick view provides an immediate insight into what went wrong without opening the full details.

 

Error message review via Order History details

3. Open the Order Details Window

  • Click on the Order Number of the problematic order to open the detailed order view.

  • This action opens a new window displaying all the details of the order, including customer information, items, and transaction details.

4. View the Complete Error Message

  • In the order details window, navigate to the "History" tab.

  • The History tab logs all activities related to the order, including error messages.

  • Review the complete error message in this section. The message will provide detailed information about the error, including the exact cause and the time it occurred.

  • Understanding the complete error message is crucial for troubleshooting. It may include specifics such as missing information, incorrect data formats, or connectivity issues with QuickBooks.

 

Note: Always check the History tab for a full understanding of the error. The quick view provides a summary, but the History tab offers detailed insights necessary for resolving order issues.