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Fixing Issues with Missing Transactions in QuickBooks Desktop Using Webgility Desktop

This article helps Webgility Desktop users troubleshoot and resolve issues when expected transactions do not appear in deposit reports or QuickBooks Desktop accounts after syncing. It explains key checks and steps to correct missing deposits, which can affect financial records and order reconciliation.

Check Your Account and Deposit Settings

  1. Open Webgility Desktop.

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

  3. Verify that:

    • The correct bank account is selected for deposits.

    • The payment method mapping is correctly set up to post deposits to QuickBooks.

    • Your account is active and not pending verification or under restriction.

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Check Payment Status in Webgility

  1. Navigate to the Orders tab in Webgility Desktop.

  2. Select the affected order and check:

    • If the payment status is listed as Completed, Pending, or Failed.

    • If the order has already been posted to QuickBooks with a deposit entry.

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Run a Manual Sync

  1. If the order has not yet synced:

    • Re-sync the order by selecting it in the New Orders tab and clicking Post to QuickBooks.

  2. Confirm that the transaction posts correctly and appears in your QuickBooks deposit account.