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

How to Locate and Correct Posted Order Issues Between Webgility Desktop and QuickBooks Desktop

This article helps Webgility Desktop users resolve issues when orders posted from Webgility Desktop do not appear in QuickBooks Desktop or when previously posted orders need to be removed. It guides users through locating, reposting, or unposting orders in QuickBooks Desktop via Webgility Desktop.

Common Scenarios

  • Orders are missing in QuickBooks after posting from Webgility

  • Orders posted incorrectly and need to be unposted

  • Orders were archived or moved from the main view

  • Duplicate transactions appear in QuickBooks

Step-by-Step Instructions

1. Locate the Order in Webgility Desktop

  • Go to the Orders tab

  • If the order isn’t listed there, check the Repository or Archive tabs:

    • Repository: Stores previously posted/unposted orders that are no longer in the main view

    • Archive: Stores older or previously moved orders

2. Repost the Order to QuickBooks

If the order failed to post or was archived:

  • Locate the order in the Archive or Repository tab

  • Select the checkbox next to the order

  • Click Move to Orders

  • Once moved, highlight the order in the Orders tab

  • Click Post to QuickBooks

  • Review the QuickBooks queue to confirm successful posting

3. Unpost an Order from QuickBooks

If the order was posted in error:

  • Search for the order in the Repository tab or by using the order number

  • Right-click on the order

  • Select Undo Sync

    • This will reverse the posting and remove the order from QuickBooks

If the Undo Sync option is unavailable, the transaction may need to be manually removed in QuickBooks

Best Practices

  • Always double-check that the order appears or is removed in QuickBooks after posting or unposting

  • Keep a record of any manual changes made in QuickBooks for future reference