Fixing Tracking ID posting issue with Webgility Desktop Scheduler Issues When Multiple QuickBooks Company Files Are Open
This article helps Webgility Desktop users who experience issues with the Webgility Desktop scheduler failing to post tracking IDs when multiple QuickBooks company files are open simultaneously. It provides guidance on limiting QuickBooks Desktop sessions, adjusting automation settings, and restarting the scheduler to restore proper tracking functionality.
Issue Overview
When multiple QuickBooks Desktop company files are open, Webgility’s scheduler may not be able to communicate properly with the intended file. This results in failed attempts to post tracking IDs after orders are shipped, disrupting your shipping automation workflow.
Root Cause
Webgility Desktop can only interact with one active QuickBooks Desktop company file at a time for tracking information retrieval. Having multiple files open simultaneously creates connection conflicts that prevent the scheduler from functioning properly.
Resolution Steps
1. Limit QuickBooks Desktop to One Active Company File
- Make sure only the QuickBooks Desktop company file associated with Webgility is open.
- Close any additional QuickBooks Desktop company files.
- Confirm that QuickBooks is logged in and accessible for scheduled tasks to run smoothly.
2. Review & Adjust Your Automation Settings
- In Webgility Desktop, go to:
- Connections > Accounting/POS/ERP > Sync Settings > Shipping
- Connections > Accounting/POS/ERP > Sync Settings > Shipping
- Make sure automation is enabled to auto-post tracking information when orders are shipped.
- Double-check that Webgility Deskop is linked to the correct QuickBooks Desktop company file.
3. Restart the Scheduler
- After making the above changes, restart the Webgility Scheduler service.
- Monitor the Processing Log in Webgility to verify that:
- Tracking IDs are being retrieved correctly
- Tracking data is successfully posting back to QuickBooks
- Tracking IDs are being retrieved correctly