How to Resolve Order Posting Errors in Webgility Desktop
This article helps Webgility Desktop users troubleshoot and resolve common order posting errors in Webgility Desktop by following the recommended steps.
Causes of Order Posting Errors
Common reasons you may experience errors while posting orders in Webgility Desktop include:
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Invalid or missing configuration in posting settings
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Conflicts with existing transactions in QuickBooks
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Unmapped or improperly mapped payment methods or accounts
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Outdated Webgility or QuickBooks version
Step-by-Step Instructions to Resolve Posting Errors
1. Review the Error Message
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Note the exact error message displayed when the posting fails.
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This can help pinpoint whether the issue is with accounts, customers, inventory items, or mapping.
2. Navigate to Posting Settings
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In Webgility Desktop, go to:
Connections > Accounting / POS / ERP > Sync Settings -
Review the selected accounts, templates, and other settings for any mismatches or blanks.
3. Map Missing Payment Methods or Items
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Navigate to:
Connections > Accounting / POS / ERP > Orders > Posting Rules > Mapping Configure Mapping > Map Payment Methods -
Ensure that all sales channel payment methods are mapped correctly to QuickBooks methods.
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Repeat for products and customers, if needed.
4. Reattempt Posting
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Once mappings and settings are corrected, go back to:
New Orders tab -
Select the affected orders and click Post to QuickBooks.
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Monitor for successful posting without errors.
Notes
✅ This guide applies to Webgility Desktop and is specific to issues encountered while posting orders from your connected sales channels to QuickBooks.