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How to solve order Posting Issues by Updating Webgility Desktop and Reconnecting QuickBooks

This article helps Webgility Desktop users update the application and reconnect it to QuickBooks Desktop Enterprise to restore order posting functionality. It is useful when errors occur due to outdated software or a broken QuickBooks company file connection.

Overview

This guide outlines the steps to update the Webgility Desktop application and reconnect it to QuickBooks. Following these steps will help restore order posting functionality if errors have occurred.

Background

Issue: Unable to post orders from Webgility to QuickBooks.
Resolution: Updating Webgility and reconnecting to QuickBooks resolved the issue, allowing orders to post successfully.

Steps to Resolve

1. Check Your Webgility Version

To verify whether an update is needed:

  • Open Webgility Desktop

  • Go to Help > About

  • Note the version number

2. Update Webgility Desktop

Before updating, close all open orders and active sessions in Webgility.

Choose the appropriate update method:

  • If you can log in to Webgility Desktop:

    • Go to Help > Check for Updates

    • Follow the prompts to download and install the latest version

    • Relaunch Webgility and verify the updated version under Help > About

  • If you're unable to log in due to an issue:

    • Visit portal.webgility.com

    • Download the latest installer for Webgility Desktop

    • Run the installer as an administrator and complete the installation

    • Launch Webgility Desktop after installation

3. Reconnect QuickBooks

To re-establish the QuickBooks connection:

  • In Webgility, go to Connections > Accounting > Edit

  • Select Test Connection

  • Follow the on-screen prompts in QuickBooks (Desktop or Online) to complete authentication

  • Ensure the data flow between Webgility and QuickBooks is functioning normally

4. Test Order Posting

  • Select a few recent orders within Webgility

  • Use the Post to QuickBooks option

  • Confirm that the orders appear successfully in your QuickBooks company file without any errors

Post-Update Checklist

  • Ensure you are using the latest version of Webgility Desktop

  • Confirm that QuickBooks is properly connected

  • Verify that orders post successfully from Webgility to QuickBooks

Following these steps should restore order posting functionality between Webgility and QuickBooks.