How to Fix Order posting into Incorrect accounts of QuickBooks Desktop via Webgility Desktop
This article helps Webgility Desktop users in troubleshooting and resolving order posting issues in Webgility Desktop that cause transactions to appear in incorrect accounts within QuickBooks Desktop. It covers common causes such as account mapping errors, recent configuration changes, and data synchronization problems, providing a systematic approach to identify and fix account mismatches for posted orders.
Overview
Order posting issues in Webgility can result in transactions not appearing in the expected accounts within QuickBooks. This can stem from account mapping errors, recent configuration changes, or data synchronization problems. Use this guide to systematically troubleshoot and resolve account mismatch issues for posted orders.
Steps for Troubleshooting
1. Confirm Transaction Visibility
- Clarify which orders are missing or incorrectly posted.
- Review Webgility Posting Logs and QuickBooks Audit Trail to search for affected transactions.
2. Verify Account Mapping Settings
- In Webgility Desktop, navigate to Connections > Accounting/POS/ERP > Sync Settings.
- Review the account mapped for sales, payments, shipping, and taxes.
- Cross-verify with the intended accounts in QuickBooks.
- If recent changes were made, document the old and new mappings for reference.
3. Update or Revert Account Mapping (If Applicable)
- If recent mapping changes caused issues:
- Revert mappings to the previous settings if the new configuration causes errors.
- Confirm changes by posting a test transaction.
4. Post Test Transactions and Review Outcomes
- Post a test order from Webgility to QuickBooks.
- In QuickBooks, check the target accounts for the test transaction.
- Confirm whether the transaction is posted correctly, and note the account used.
Best Practices
- Always take a backup of the QuickBooks company file and Webgility settings before making mapping changes.
- Maintain a changelog for all account mapping modifications.