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How to Fix Customer Name Duplication and Sales Tax Errors in Webgility Desktop

This article helps Webgility Desktop user with procedures to troubleshoot order posting issues when posting orders from Webgility Desktop into QuickBooks Desktop Enterprise. It specifically focuses on errors related to duplicate customer names and sales tax handling on estimates. The guide helps identify root causes and outlines steps to resolve these common posting errors.

Overview

This guide provides procedures for support teams to troubleshoot order posting issues when syncing orders from Webgility to QuickBooks (QB)—specifically focusing on errors related to duplicate customer names and sales tax handling on estimates.

Common Error Scenarios

1. “Name Supplied Already Exists in QuickBooks”

Occurs when an order references a customer, vendor, or entity that already exists in QuickBooks with the same name, causing a conflict during posting.

2. Sales Tax Missing on Estimates

Estimates posted to QuickBooks may lack sales tax details due to configuration or mapping issues between Webgility and QuickBooks.

Step-by-Step Resolution Guide

A. Fixing the "Name Supplied Already Exists" Error

  1. Update Webgility to the Latest Version

    • Follow the steps in the article to update Webgility to the latest version.

  2. Reconnect Webgility to QuickBooks

    • Go to: Connections > Accounting/POS > Edit connections

    • Reconnect to QuickBooks by following the steps in the article.

  3. Download the Latest Customer List

    • Navigate to: Get latest data and settings > download the customer data.

    • This refreshes Webgility’s local database with current QB customer records to prevent duplicate name conflicts.

  4. Retry Order Posting

    • Attempt to repost the failed orders to check if the issue is resolved.

B. Resolving Sales Tax Issues on Estimates

  1. Verify Sales Tax Settings in Webgility

    • Navigate to: Connections > Accounting/POS > Sync Settings.

    • Ensure the correct option is selected.

  2. Check Sales Tax Mapping

    • Confirm that sales tax rates in QuickBooks match those configured in Webgility.

    • Update mappings if there have been recent changes in QuickBooks.

  3. Post a Sample Estimate

    • Select an order that includes sales tax.

    • Post it to QuickBooks and verify that the tax is correctly posted.