How to resolve “Invalid Reference to QuickBooks Customer” in Webgility Desktop
This article helps Webgility Desktop user in addressing an error encountered in Webgility Desktop when attempting to post an order to QuickBooks Desktop, specifically when the customer referenced in the order is missing or mismatched in QuickBooks Desktop. This issue commonly arises if the customer record was renamed or deleted in QuickBooks Desktop, or if customer data has not been refreshed in Webgility Desktop after recent changes in QuickBooks Desktop.
This error occurs in Webgility Desktop when attempting to post an order to QuickBooks, but the customer referenced in the order does not exist or is mismatched in QuickBooks.
Common Causes:
-
The customer record was renamed or deleted in QuickBooks.
-
Customer data has not been refreshed in Webgility after changes in QuickBooks.
How to Fix the Error
1. Search for the Customer in QuickBooks
-
Open QuickBooks.
-
Use the search feature to locate the customer using the name or code shown in the error.
-
If the customer does not exist, proceed to the next step.
2. Create the Missing Customer
-
In QuickBooks, go to Customers or the Customer Center.
-
Click New Customer.
-
Enter all required details:
-
Full Name
-
Contact Info (Phone, Email)
-
Billing Address
-
Customer Type or Code (if applicable)
-
-
Click Save.
3. Refresh Customer Data in Webgility
If the customer already exists or you just created it, you’ll need to sync Webgility with QuickBooks:
-
In Webgility Desktop, go to
Connections > Get Latest Data & Settings Step-by-step article here
4. Retry Posting the Order
After syncing:
-
Go back to Orders in Webgility.
-
Retry posting the order to QuickBooks.