Backing up your Webgility Desktop database, updating Webgility software, and undoing sync orders. 

How to Create a Database Backup in Webgility Desktop

1. Open Webgility Desktop.
2. Navigate to System > Database > Backup.
3. Choose a local folder on your C Drive (e.g., C:\Webgility\Backups) to store your backup file. We recommend creating a new folder within the Webgility directory specifically for your backups.
4. Click OK and allow the process to complete.

Common Issues & Troubleshooting

1. Invalid Path

Error: Cannot open backup device 'C:\Users\[name]\OneDrive\UnifyDB_XXXX.BAK'. Operating system error 5 (Access is denied.).

Solution: Avoid using cloud-sync locations like OneDrive. Instead, use a local path (e.g., C:\Webgility\Backups).

2. Permissions Issues

Cause: The backup folder may not have sufficient permissions.

Solution:

1. Right-click the desired backup folder and go to Properties > Security.
2. Click Edit, then Add, and type Everyone.
3. Click Check Names, then select Full Control, click Apply, and OK.
4. Retry the backup.

3. Lack of Storage Space

Cause: Your drive does not have enough space to save the backup file.

Solution:

1. Free up disk space by deleting old or unnecessary files.
2. Remove outdated Webgility backups if they are no longer needed.
3. Retry the backup once enough space is available.

4. Corrupt Database

Cause: Database integrity issues may prevent the backup.

Solution: Run a database integrity check or repair from within Webgility Desktop (System > Database > Integrity Check).

5. Hardware or Network Issues

Cause: Unstable hardware or network configurations can interfere with the backup process.

Solution:

1. Ensure you are working on a stable local network.
2. Avoid using external drives or network paths that may disconnect during the process.

How to Update Your Webgility Desktop Software

Webgility is frequently updated to meet the demands and evolution of the technologies it integrates with, as well as to fulfill our customers' needs. Updates may add new features, enhance existing ones, resolve issues, and fix bugs.

Note: If you are using a Webgility version older than 9.8.4, please refer to the Webgility Desktop Upgrade Guide: For Versions Pre-9.8.4 for upgrade instructions.

If you are experiencing a Webgility login issue:

To update Webgility Desktop when you cannot log in, you will need to install the application from the Webgility portal.

1. Go to portal.webgility.com.
2. Log in to your account.
3. Follow the instructions to download and install Webgility Desktop. This will ensure you have the latest version.

If you are not experiencing a Webgility login issue:

You can update Webgility Desktop directly from the application.

1. Open the Webgility Desktop application and log in.
2. To check your current version, click on Help > Terms and Privacy. This will open the About Webgility window, where you can see the installed version.
3. Go to Help > Check For Updates.
4. In the Webgility Update window, you will see your current Webgility Desktop version and the new version available.
5. Click on the Update button. Make sure to keep the "Take Webgility database backup before proceeding with the update" option checked.
6. After clicking Update, select the default location for the database backup.
7. Once the backup is created, the Webgility Installer will begin installing the updated version on your computer.
8. You will see an installation progress window.
9. After successfully installing the updated version of Webgility Desktop, you will be taken to the login window. Click Login.
10. After the database is updated, you will be taken to a window where you can select your sales channel and go to the dashboard view of the Webgility Desktop application.
11. On the Webgility Desktop dashboard, go to Help > Terms and Privacy to verify the updated version. Your Webgility Desktop has now been updated to the latest version.

How to Unpost Transactions from Webgility Desktop with Undo Sync

You can remove transactions from your accounting software that were posted by the Webgility Desktop application using the Undo Sync feature. This includes invoices, sales receipts, and sales orders. Once these transactions are deleted from your accounting file, your inventory will be readjusted. This feature is compatible with QuickBooks Enterprise, QuickBooks Pro/Premiere, and QuickBooks Online.

To remove a single transaction from your accounting software:

1. Open the specific transaction in Webgility Desktop that you want to delete.
2. Click the Undo Sync icon in the bottom right-hand corner, then confirm.
   • Alternatively, you can right-click on the posted transaction and select to unsync it.

Everything related to the transaction in QuickBooks will be removed with two exceptions:

• Any items created while posting the transaction will still exist.
• Any new customers will not be removed.

How to Undo Sync for Multiple Transactions

If you want to undo sync for multiple transactions, select each transaction you want to undo, then right-click and select the Undo Sync option, then confirm.

Undo Sync for QuickBooks Point Of Sale (POS)

When using the undo sync option for a QuickBooks POS connection in Webgility Desktop, it does not delete that transaction. Instead, it creates a reverse transaction as a return receipt and readjusts the quantity of products.

Undo Sync for Consolidated Batch Transactions

When transactions are posted in consolidated groups (Daily, Weekly, Monthly, Manually), they can be unsynced by going to Orders > Reports > Consolidate Report. Then, click the Undo Sync icon associated with the corresponding group transaction.

Note: It is important to be extra cautious when using the undo sync feature, as it will move posted orders to the unposted category in Webgility. These removed transactions will directly impact your accounting file. It is highly recommended not to unpost/undo sync an order if the amount for that order is already deposited to the bank or the amount has been reconciled, because undo sync will only undo the transaction, not the payment.