How to Fix Item Mapping and Scheduler Issues to Ensure Successful Order Posting via Webgility Desktop
This article helps Webgility Desktop users resolve order posting failures to QuickBooks Desktop by guiding them through best practices such as fixing item mapping errors, verifying scheduler settings, managing batch or manual postings, and monitoring integration across multiple store profiles.
Step 1: Review and Correct Item Mappings
- In Webgility Desktop go to the Products Tab section and click on the refresh icon at the right-hand side.
- Review all mapped and unmapped items for Sales Channel & QuickBooks
- Ensure every item/SKU in your store has a corresponding active mapping in QuickBooks.
- For unmapped items, use the Add Mapping feature or link to the proper QuickBooks item.
- Save all changes and re-sync mappings if bulk edits are made.
Step 2: Verify Scheduler Configuration
- Navigate to the Scheduler settings within the Webgility Desktop application by clicking on the small arrow beside the scheduler icon.
- Confirm the following settings are aligned with customer requirements:
- Download Orders from Sales Channels.
- Post Order To QuickBooks.
- Frequency/Interval setup (validate recurrence and timezone selection)
- Target Profiles/Stores are correctly included in the schedule.
Step 3: Bulk or Manual Order Posting
- For outstanding or failed orders:
- Check the Error or Scheduled tab to look for ‘Not Posted’ or ‘Failed’ orders.
- Select affected orders and use the Post to QuickBooks function to send them manually to QuickBooks.
- Note: Ensure all item mappings are in place before attempting batch posting to prevent further errors.