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Fixing Incorrect Default Customer Name in Posting Settings

This article helps Webgility Desktop users resolve issues caused by incorrect default customer names in posting settings within their QuickBooks Desktop. It provides a step-by-step guide to identify, correct, and verify customer assignment logic, ensuring that transactions are accurately attributed to the appropriate customers.

Step-by-Step Resolution Process

Review and Edit the Default Customer Name in Posting Settings

  • In Webgility Desktop, go to:

    • Connections > Accounting/POS/ERP > Sync Settings > Customers

  • Locate the Customer Matching section.

  • Check the option:

    • “If no match found, post to this customer”

  • If the wrong customer is listed here:

    • Click Edit and select the correct fallback customer record (e.g., “Standard Customer” or “Web Orders”).

✅ Tip: Use a clearly named fallback customer like "Online Orders – Unmatched" for better reporting clarity.

Try posting order again and check