How to Fix Order Automation Problems in Webgility Desktop
This article helps Webgility Desktop users troubleshoot order automation failures when syncing orders to QuickBooks Desktop Enterprise, especially after updates and configuration checks. It focuses on issues related to the setup of a new store within Webgility Desktop that can disrupt the sync process.
Order automation was failing to sync orders to QuickBooks as expected, even after performing updates and verifying configurations. The issue was linked to the setup of a new store in Webgility.
Resolution Steps
1. Confirm User Access
Ensure you are logged in as either an Admin user or an authorized Add-on user with sufficient permissions.
2. Verify Store Connection
Navigate to:
Connections > [Sales Channel] > Manage Sales Channel > Edit Connection
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Confirm that the store credentials are accurate.
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Reauthorize the sales channel using the most recent login credentials.
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Save and test the connection.
3. Review Order Download Settings
Go to the Connections and click on Sales channel then click on settings section and verify:
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Online Order Status is selected appropriately to pull relevant orders
4. Ensure Software is Up to Date
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Confirm you’re running the latest version of Webgility Desktop.
→ Go to Help > Check for Updates
5. Once the above information is verified, begin the order automation again by restarting the scheduler and observe the issue.