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Error: Invalid account type: Check your account details before you continue. You may need to select a different type of account for your transaction.

This article helps Webgility Online users resolve errors caused by mismatched account types between Webgility Online and QuickBooks Online. The issue typically occurs when the account selected in Webgility Online does not correspond to the appropriate account type in QuickBooks Online, resulting in failed transaction postings.

Overview

This error occurs when the account selected in Webgility Online settings does not match the appropriate account type in QuickBooks Online. To resolve this issue, it is essential to verify and correct the account details in both Webgility Online and QuickBooks Online.
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Steps to Resolve:

1. Verify Account Settings in Webgility Online:

  • Open Webgility Online and navigate to Sync Settings.

  • Select Orders and review the selected deposit account to ensure it is correctly set.

 

2. Check and Correct Account Type in QuickBooks Online:

  • Log in to your QuickBooks Online account.

  • Navigate to the Chart of Accounts.

  • Locate the account used as the deposit account in Webgility Online.

  • Verify that the account type is suitable for the transaction. If the account type is incorrect:

    • Click on the account you want to modify.

    • Select Edit.

    • Choose the correct account type from the dropdown menu.

    • Save the changes.

 

3. Test with a Simple Transaction:

  • Create a similar simple manual transaction in QuickBooks Online to verify the correct account selection.

  • If the transaction posts successfully, the account is properly configured.

4. Repost the Order in Webgility Online :

  • After verifying and correcting the account type, try reposting the transaction in Webgility Online to confirm the error is resolved.

  • For Amazon Sellers: If you encounter an error while posting fees, verify the expense account under Sync Settings, and Fees and ensure it is correct in QuickBooks Online.