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How to Resolve Errored Order on posting to QuickBooks Desktop after Webgility Desktop update

This article helps Webgility Desktop users troubleshoot a surge of orders appearing in the Error tab after updating Webgility Desktop during sync with QuickBooks Desktop. It provides steps to verify posted orders, re-sync data, and clear processed entries to resolve the issue.

Causes of Issues:

  • Webgility Desktop was recently updated.

  • Orders already exist in QuickBooks but are flagged in the Error tab.

  • Duplicate sync or data mismatch.

Step-by-Step Instructions:

1. Confirm Webgility Is Updated

  • Check the Webgility Desktop version installed.

  • If outdated, update to the latest version before continuing.

2. Re-Sync Data

  • Open Webgility Desktop.

  • Use the Sync or Refresh feature to synchronize order data from your sales channel to QuickBooks.

  • Monitor for any new error messages or duplicate entries.

3. Verify Orders in QuickBooks

  • Take a few sample orders from the Error tab.

  • Search for these order numbers directly in QuickBooks.

  • Confirm that the orders already exist in QuickBooks as sales receipts or invoices.

  • Ensure there are no duplicate entries.

4. Validate Receipts

  • In QuickBooks, go to the list of sales receipts or invoices.

  • Validate that order values and customer data match the sales channel records.

5. Move Posted Orders to Archive

  • Return to the Error tab in Webgility.

  • Select the orders that were confirmed as successfully posted.

  • Use the Move to Archive function to clear these entries.

 

Additional Troubleshooting: If errors continue after following these steps:

  • Make sure Webgility Desktop is still up to date.

  • Verify no recent changes have been made to your QuickBooks company file or integration settings.

Note: This guide applies only to Webgility Desktop users who post transactions from a connected sales channel into QuickBooks. Always archive confirmed orders to avoid reprocessing and confusion.