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Fixing Frequent Order Posting Issues to QuickBooks Desktop in Webgility Desktop

This article helps Webgility Desktop users troubleshoot and resolve common errors encountered when posting orders to QuickBooks Desktop. It provides step-by-step guidance to identify and fix the most frequent issues affecting order posting.

Possible Causes of Posting Errors

Posting errors in Webgility Desktop may occur due to:

  • Missing or incorrect configuration in your posting settings

  • Conflicts with existing transactions in QuickBooks

  • Unmapped or incorrectly mapped payment methods, products, or customer accounts

  • An outdated version of Webgility Desktop or QuickBooks

Step-by-Step Instructions to Resolve Posting Errors

Step 1: Review the Error Message

  • Take note of the exact error message shown when posting fails.

  • The error message usually indicates whether the issue is related to accounts, customers, items, or mappings.

Step 2: Check Your Posting Settings

  1. Open Webgility Desktop.

  2. Go to:
    Connections > Accounting / POS / ERP > Sync Settings

  3. Review all settings:

    • Make sure the accounts, templates, and other required fields are correctly selected and not blank.

Step 3: Map Missing Payment Methods or Items

  1. In Webgility Desktop, navigate to:
    Connections > Accounting / POS / ERP > Orders > Posting Rules > Mapping > Configure Mapping > Map Payment Methods

  2. Make sure each payment method from your sales channels is correctly mapped to a QuickBooks payment method.

  3. Repeat the process for:

    • Products

    • Customers

Step 4: Try Posting the Orders Again

  1. Go to the New Orders tab in Webgility Desktop.

  2. Select the affected orders.

  3. Click Post to QuickBooks.

  4. Confirm that the orders post successfully without errors.