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How to Fix Login and Order Posting Errors in Webgility Desktop

This article helps Webgility Desktop users troubleshoot sign-in problems and posting errors in Webgility Desktop, particularly when integrated with QuickBooks Online, by providing quick fixes to restore smooth functionality.

Common Causes

  • Invalid login credentials or expired QuickBooks Online tokens

  • Outdated Webgility version

  • Deleted/inactive customers in QuickBooks

  • Broken connection between Webgility and QuickBooks

Step-by-Step Fixes

1. Fix Login Issues

  • Double-check error details (e.g., wrong password, timeout).

  • Verify Webgility access is active in the Webgility Portal.

  • Restart Webgility and try logging in again.

2. Reconnect QuickBooks Integration

  1. In Webgility, go to Connections > Accounting/POS/ERP

  2. Click Edit Connection > Test QuicKBooks Connection

  3. Once reconnected with QuickBooks

  4. Post a test order to verify resolution

3. Update Webgility

  1. Go to: Help > Check for Updates

  2. If an update is available, proceed to install the latest version.

4. Resolve Customer Posting Errors

  • In QuickBooks, verify that the customer exists and is active

  • In Webgility:

    • Go to Connections >> Sales Channel >> Advanced Settings

    • Clear the last download date for QuickBooks customers under the Application tab, then click Save to apply the changes.

    • Go to Connections > Get Latest Data and Settings, then download customers, items, and other data from QuickBooks under the QuickBooks Data and Settings section.

    • Retry posting the order

  • Alternatively, set a Standard Customer in Sync Settings.

5. Restart the Scheduler (if used)

  • Click the Scheduler (clock icon)

  • Stop, then Start the Scheduler

  • Ensure the icon turns green to confirm it’s running