Fixing Common Fee Sync Issues Between Webgility Desktop and QuickBooks Desktop
This article helps Webgility Desktop users resolve issues encountered when posting fees to QuickBooks Desktop via Webgility Desktop. Common problems addressed include missing fee settings, QuickBooks Desktop reconnection errors, and handling voided transactions. The guide provides step-by-step instructions to restore QuickBooks Desktop connections, reset fee configurations, and ensure smooth synchronization between QuickBooks Desktop and sales channels via Webgility Desktop.
Causes of Issues
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Disconnected QuickBooks file: Webgility Desktop is not authorized or connected to the correct QBD company file.
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Missing fee settings: Reconnection with QuickBooks may reset or remove previously saved fee mappings.
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Voided transactions: These often show as $0 fees and may confuse users into thinking the posting failed.
Step-by-Step Instructions
1. Verify QuickBooks Desktop Connection
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Launch Webgility Desktop.
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Navigate to Connections > Accounting/POS/ERP > Edit Connection.
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Test your QuickBooks connection and verify the status.
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If not connected, click Reconnect and authorize the integration in QuickBooks (ensure you're logged in as Admin in single-user mode).
2. Restore Missing Fees Tab Settings
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Go to Connections > Accounting/POS/ERP > Sync Settings > Expenses & Fees.
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Click Refresh List to reload fee mappings.
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If fees are still missing:
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Click Reset Fees (if available).
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Use Add Fee Item to manually re-add missing fees.
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Click Save.
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3. Post Fees to QuickBooks Desktop
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Select the transactions in Webgility Desktop.
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Review the Fees tab for each transaction.
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Click Post to QuickBooks.
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Verify the posting status and confirm the entry appears in QuickBooks.
Notes
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Ensure QuickBooks Desktop and Webgility are both updated to the latest versions.
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Always back up your QBD company file before making major changes.
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Only users with Admin rights should perform reconnection and fee reset steps.