How to solve Order Posting Errors Caused by Deleted Customers in Webgility Desktop
This article helps Webgility Desktop users in addressing errors occurring during order posting when an invoice is created for a customer profile that has been previously deleted in QuickBooks Desktop Enterprise. It outlines steps to identify the cause and resolve the issue to ensure successful order posting.
An error may occur during order posting if an invoice is created for a customer profile previously deleted in QuickBooks. This article outlines steps to identify and resolve such issues.
Recommended Troubleshooting Steps:
- In QuickBooks under Customer Centre verify the customer is active or inactive.
- If it's inactive make them active, in Webgility go to Advanced Sales Channel Settings.
- Clear the date for last download dare for QB customers data, click on save and close the settings
- Go to Connections and Get Latest Data & Settings in QuickBooks side beside the download data there's a small arrow click on it and select scratch.
- Retry posting the order it will sync through.
- if you don't want to make an inactive customer active in Quickbooks in Webgility, we can use a standard customer under Sync Settings.
- Go to Customers and select a standard customer, click on save & close the settings, then try to post the order.