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Ensuring Scheduler and QuickBooks Integration Work After Webgility Desktop Update

This article helps Webgility Desktop users in addressing scheduler feature failures that occur after updating the Webgility Desktop  application. It provides a step-by-step procedure covering software update verification, essential configuration checks, log file cleanup, and validation of order posting connectivity with QuickBooks Desktop ensuring the scheduler resumes normal operation after an update.

Overview

This article provides guidance on addressing scheduler feature failures following updates to the Webgility application. The documented procedure covers software update verification, key configuration checks, log file cleanup, and order posting connectivity verifications with QuickBooks.

Steps to Troubleshoot and Resolve Scheduler Issues

1. Confirm Webgility Application Version

  • Ensure all relevant systems have been updated to the latest version of Webgility.
    • To check, open Webgility > Help > Terms and Privacy.
  • If there is a version mismatch, apply the latest application updates on all involved computers.

2. Conduct Database Utility Checks

  • Run the built-in Database Utility (Unify DB Utility found under C Drive > Webgility > Unify Enterprises) tool on the primary database server.
  • Verify data integrity and resolve any flagged issues.

3. Purge Obsolete Scheduler Logs

  • Navigate to the scheduler log directory (C Drive > Webgility > Unify Enterprises, path may vary based on deployment).
  • Delete logs related to prior failed scheduler runs.
  • Confirm log files are no longer present to prevent conflicts.

4. Validate QuickBooks Connection

  • Use the Test QuickBooks Connection feature from within Webgility.
  • Re-authenticate or re-establish the data source connection if any errors are detected.

5. Admin-Only Scheduler Configuration

  • Verify that the scheduler service is running only on one system.
    • This machine must be logged in under a Windows administrator account.
    • Stop the scheduler on all other systems to prevent task collisions.

6. Test Manual Order Posting

  • Post test orders manually from Webgility to confirm basic QuickBooks integration.
  • Check system event and application logs for any error messages during this process.

7. Restart Scheduler and Monitor

  • On the validated admin system, start the Webgility Scheduler service.
  • Monitor for successful job execution and absence of error logs.