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Incorrect Company Name diaplay on sales orders posted via Webgility Desktop Due to Matching Rule Issue

This article helps Webgility Desktop users troubleshoot and resolve issues where the company name on sales orders is displayed incorrectly due to multiple or conflicting company matching rules in Webgility Desktop. It provides a step-by-step approach to identify and correct these conflicts to ensure accurate order information.

Issue Overview

You may encounter a case where the company name displayed on sales orders does not match the expected value. Upon investigation, this is often caused by the presence of multiple company matching rules, where one rule overrides or conflicts with another.

Fixing the issue

1). In Webgility Desktop navigate to Connections in the menu options, then goto Accounting/POS/ERP and click on Sync Settings.

2). Enable Company matching

  • Under Customers settings look for “Enable B2B Company matching criteria for orders” and enable it by checking the box.
  • Set the Matching Criteria
    • From Sales Channel the options available are:
      • CompanyID+LocationID
      • CompanyID+LocationID+Company Name
      • CompanyID+Company Name
      • Company Name+LocationID
      • Company Name+Location Name
      • Company Name
    • From Quickbooks Desktop the option available is
      • Customer Name

 

3). If Company not found

  • This customer matching criteria will yield one of two outcomes: the customer will either be matched in QuickBooks Desktop or not matched at all. If a match is found, the order will be posted under the same customer, but if the customer cannot be located so for this you will need to set a condition under “If Company not found”
    • Create new QuickBooks Desktop customer on the basis of above criteria
    • Mark error, let me create customer manually in QuickBooks Desktop

So enable the required option and click on Save and Continue.

 

4). Once done, you can test with an order posting and verify in the QuickBooks Desktop.