Skip to content
  • There are no suggestions because the search field is empty.

How to Fix Shopify Payout Posting Errors Due to QuickBooks Permissions in Webgility Desktop

This article helps Webgility Desktop users who encounter errors when posting Shopify payouts into QuickBooks Desktop Enterprise. The issue is commonly caused by permissions errors in QuickBooks Desktop Enterprise that prevent Webgility Desktop from creating payment records. Symptoms include failure during payout posting and error messages related to payment creation in QuickBooks Desktop Enterprise. The guide provides troubleshooting steps to resolve permission issues and successfully post payouts.

Issue Summary

Posting Shopify payouts in Webgility Desktop (WD) giving errors. The root cause was a permissions error in QuickBooks (QB) that prevented Webgility from creating payments.

Symptoms

  • Failure when posting Shopify payouts through Webgility Desktop
  • Error messages indicating inability to create payment records in QuickBooks

Root Cause

QuickBooks user or application permissions restricted the Webgility Desktop integration from creating payments automatically during payout posting.

Resolution Steps

1. Verify QuickBooks Permissions

  • Ensure the QB user account used by Webgility Desktop has Full Access or sufficient rights for payment creation and modification.
  • Navigate to Company > Set Up Users and Passwords > Set Up Users in QuickBooks to review permissions.

 

2. Regenerate Webgility Certification

  • Open Webgility Desktop and connect to the QuickBooks company file.
  • If prompted, re-approve the Webgility certificate in QuickBooks:
    • In QuickBooks, go to Edit > Preferences > Integrated Applications.
    • Select Webgility and click Properties.
    • Ensure "Allow this application to access this company file" is checked.
  • If issues persist, remove and re-add the Webgility certification to refresh permissions.

3. Retry Payout Posting

  • In Webgility Desktop, manually initiate the Post Payouts process for the affected date range.
  • Confirm that payments are now created in QuickBooks without errors.

4. Verify Successful Integration

  • Review recent transactions in QuickBooks to ensure synced payout payments appear as expected.

Best Practices

  • Periodically review QuickBooks integration permissions after updates or company file migrations.
  • Always use an account with administrator privileges for integration setup to prevent future disruptions.

Additional Information

  • This issue is resolved once permissions are restored— no need of further action unless permissions change again.