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Fixing ‘Invalid Template Reference’ Errors When Posting Amazon Settlement Reports in Webgility Desktop

This article helps Webgility Desktop users resolve errors encountered when posting Amazon settlement reports to QuickBooks Desktop due to an invalid or missing template. These errors typically occur when the invoice or sales receipt template used for syncing has been deleted or renamed in QuickBooks Desktop without being updated in Webgility. The article provides steps to identify and correct the template settings for successful posting.

Why This Happens:

  • The selected invoice or sales receipt template in Webgility Desktop no longer exists in QuickBooks.

  • The name of the template has changed in QuickBooks.

  • The sync settings in Webgility Desktop haven’t been updated after the change.

How to Resolve the Error:

  1. Review the Error Message
    Take note of the exact template name mentioned in the error pop-up or order history.

  2. Update the Template in Webgility Desktop

    • Open Webgility Desktop

    • Go to Connections > Accounting > Sync Settings

    • Click the Refresh button at the bottom right to pull the latest data from QuickBooks

    • Under Invoice / Sales Receipt, click on Settings

    • Choose the correct Template from the dropdown

    • Click Save, then Save and Continue

  3. Repost the Settlement Report

    • Go back to the Settlement Reports section

    • Repost the report that previously showed the error

    • Confirm that it syncs successfully to QuickBooks without any issues