How to Fix Scheduler Issues and Order Posting Errors After Updating Webgility Desktop
This article helps Webgility Desktop users resolve scheduler-related issues encountered after updating Webgility Desktop, specifically when orders fail to post and an error message referencing the QuickBooks Desktop company file appears.
Steps to Resolve
1. Update Webgility Desktop Application
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Open Webgility Desktop, go to Help and click on Check For Updates.
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Complete the installation and re-launch Webgility Desktop.
2. Verify Scheduler Settings
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In Webgility Desktop navigate to Connections go to Get Latest Data & Settings and download QuickBooks & Store Data.
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Now we need to check the scheduler settings, in the Webgility Dashboard on the upper right hand-side beside the scheduler icon, there's a small arrow click on it.
- Check Which settings are enabled like When to Download Orders or Post Orders to QuickBooks, check the timing frequency of the settings which are enabled.
- Once Everything is verified click on Save.
3. Check QuickBooks Company File Connection
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In Webgility Desktop navigate to Connections go to Accounting, then Edit Connection and click on Test QuickBooks Connection.
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Verify:
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Webgility is connected to the correct QuickBooks company file
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QuickBooks and the company file are open on the same machine as Webgility, if required
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If the issue persists:
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Re-authorize Webgility via QuickBooks:
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Open QuickBooks in Single User mode with the Admin Credentials and go to Edit then Preferences and Integrated Applications
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Remove the Unify Certificate and click on Save.
- In Webgility Desktop test the QuickBooks Connections.
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5. Post Orders to QuickBooks
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Go to New Orders Tab, select an order which you would like to sync, right-click on the order and select Schedule For Accounting.
- This will move the order from New Orders to the Scheduled Tab.
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Wait for the scheduler to sync the orders.