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How to Fix QuickBooks Desktop Sales Tax Changes Not Updating in Webgility Desktop

This article helps Webgility Desktop users address issues where QuickBooks Desktop sales tax changes do not immediately reflect in Webgility Desktop orders due to data download or configuration problems. It provides step-by-step guidance to resolve these tax-related concerns effectively.

Overview:

If changes to sales tax settings in QuickBooks aren’t reflected in Webgility, the issue is often due to sync delays or configuration caching. This guide outlines how to troubleshoot and resolve mismatched sales tax values between systems.

Common Causes

  • Cached or outdated tax settings in Webgility

  • Failed sync between Webgility and QuickBooks

  • Manual tax changes in QuickBooks not pushed to Webgility

Resolution Steps

Step 1: Refresh Sales Tax Settings in Webgility

  1. In Webgility Desktop navigate to Connections go to Get Latest Data & Settings and download QuickBooks & Store Data.

  2. Go to Connections go to Accounting and click on Sync Settings then Sales Tax Settings.

  3. Check the selected Sales Tax Sync settings opted for syncing the transaction over to QuickBooks.

  4. Confirm that tax codes, rates, and sales tax item are correctly selected.

Step 2: Retry Posting The Order to QuickBooks.

  1. in Webgility Desktop go to the impacted order might be in the New Order or Error Tab and select the order and click on Post To QuickBooks.

  2. Verify the transaction created by Webgility Desktop in QuickBooks and check the sales tax item.