How to Fix login issues and Order Posting Errors Linked to QuickBooks in Webgility Desktop
This article helps Webgility Desktop users experiencing sign-in failures and order posting errors related to QuickBooks Online integration in Webgility Desktop. Common issues include inability to sign in to the Webgility Desktop and errors during order posting. The resolution typically involves reconnecting QuickBooks Online to restore proper functionality. The guide provides step-by-step troubleshooting and reconnection instructions.
Overview
This article details steps to resolve the issues involving the inability to sign in and posting order errors related to QuickBooks Online integration.
Issue Summary
- User unable to sign in to the platform
- Error encountered while posting orders
- Issue resolved by reconnecting QuickBooks online
1. Diagnose Sign-In Issues
- Verify details of the sign-in error received during the login attempt (e.g., invalid credentials, timeout, account lockout).
- Check system status for outages or authentication service disruptions.
- Review the account status in the Webgility portal to confirm active access.
2. Troubleshoot Order Posting Errors
- Confirm if the QuickBooks integration is active and properly linked to Webgility.
- Review logs/order history tab for any connection error messages between the platform and QuickBooks at the time of order posting.
- Attempt reconnection of QuickBooks:
- Navigate to Connections in Webgility.
- Under Accounting/POS/ERP > Edit Connection, click on Disconnect.
- After a 10-second wait, select Connect and follow the authentication prompts.
- Retest by attempting to post an order; verify if the error is cleared.