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How to Fix Orders in the Errors Tab Due to Sales Tax Issues in Webgility Desktop

This article assists Webgility Desktop users in troubleshooting orders that appear in the Errors tab, commonly caused by outdated or incorrect sales tax settings. It offers a step-by-step guide to reviewing and updating tax configurations to ensure successful order posting to QuickBooks Desktop.

Step 1: Identify the Affected Orders

  1. Open Webgility Desktop and go to the Errors tab.

  2. Click on a failed order to view the detailed error message.

  3. Look for tax-related issues such as:

    • Missing tax codes

    • Invalid tax jurisdictions

    • Errors like “Tax mismatch” or “Invalid tax rate”

Step 2: Review Sales Tax Settings

  1. Navigate to:
    Connections > Accounting > Sync Settings > Sales Tax

  2. Check for any of the following:

    • Outdated or incorrect tax rates

    • Missing jurisdictions or regions

    • Incorrect or duplicated tax codes

  3. Update, correct, or remove any mismatched or obsolete entries.

Step 3: Update and Save Configuration

  1. After making the necessary changes, click Save or Apply to confirm your updates.

  2. Ensure your changes are applied across all relevant stores, states, or sales channels, if applicable.

Step 4: Retry or Reprocess Failed Orders

  1. Return to the Errors tab.

  2. Select the previously failed orders.

  3. Use the Reprocess, Retry, or Post Again option to attempt posting them again.

Step 5: Confirm Issue Resolution

  • If the tax settings were updated correctly, the orders should now post successfully.

  • You should see the affected orders move from the Errors tab to the Posted or Completed section.