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Updates View in Webgility Desktop

This article explains the purpose and functionality of the Updates View in Webgility Desktop. It details how users can review, accept, or reject order updates detected based on their configured settings. It also highlights that while the scheduler can identify order updates, it cannot post them to QuickBooks automatically. Additionally, the article guides users on how to customize the criteria that determine when orders appear in the Updates View.

Note: Scheduler can detect order updates but cannot post them into Quickbooks automatically.

What is Updates View?

The Updates View contains a list of all the orders that have updates based on the configurations you have set up. Downloading order updates is not a common practice and requires special use cases.

Steps to accept or reject the updates

If you've opted to update orders under predefined conditions, Webgility Desktop will mark changed orders as grayed out in the order view after downloading. In such cases, navigate to the Updates View to determine your course of action for the order and its updated information.

You have the option to either ignore the update, maintain the order as is, or directly download the updated order from the online store. If you choose to download the update and the order has already been posted to the accounting system, you will receive a prompt to void the original transaction, allowing you to repost it with the updated information.

 

To customize when an order transitions to the Updates view, navigate to the Connections  > Sales Channels > Settings. Click on the "Other Processing" tab and choose the criteria based on which Webgility Desktop should move orders to the Updates view for your attention.

 

Refer to the help article to learn How to Resolve Order Conflict When Orders are in the Updates Tab.