Causes of the Error
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Incorrect Account Type Selected
The account specified for transactions in Webgility Online is not categorized as a Bank or Other Current Assets account in QuickBooks Online. -
Account Mismatch
The account selected in Webgility Online may not match the required account type in QuickBooks Online, causing validation issues.
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Configuration Issues
The integration settings between Webgility Online and QuickBooks Online may not be properly configured to map the correct account types. -
Account Not Set Up in QuickBooks Online
The required account may not be set up in QuickBooks Online or is inactive.
Steps to Resolve the Issue
1). Verify Account Type in QuickBooks Online
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Log in to QuickBooks Online and navigate to the Chart of Accounts.
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Ensure that the account you want to use is categorized as either a Bank or Other Current Assets account.
2). Update Account in Webgility Online
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Go to Webgility Online and navigate to your Sync Settings.
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In "Chart of Accounts" select the accounts you want to use for your transactions.
- Perform a sync between Webgility Online and QuickBooks Online to update any changes made to account settings. Follow the article
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Ensure the account used for transactions is correctly mapped to an account of type Bank or Other Current Assets. Make sure to save after reviewing the settings.
4). Try posting again
- Now try to post the order again.