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Post to QuickBooks failed due to an invalid reference to QuickBooks Sales Rep

This issue can occur when posting orders from Webgility Desktop to QuickBooks Desktop if the Sales Rep selected in Create New Customer Setup or under Transaction Setup is no longer valid in QuickBooks. When that mapping no longer points to an active or available Sales Rep.

Error Prompt: 

Troubleshooting Steps

Step 1: Review the Sales Rep selected for new customers in Webgility Desktop

  1. Open Webgility Desktop.
  2. Download the latest QuickBooks Data (customers from scratch); please refer to How to Download the Latest Accounting Data from Scratch - Webgility Desktop
  3. Go to Connections, then Accounting, go to Sync Settings and Customers.

  4. Open Setup for a new customer, and check the Sales Rep selected. If it's none, then select a Sales Rep & click Save.
  5. After saving the settings, then click Save & Continue and retry posting the order.

Step 2: Verify The Transaction Setup (Invoices, Sales Orders or Estimate)

If you still see the message after verifying the Customer Sync Settings, then we need to check the Sales Rep selected in Transaction Setup for Invoices. 

  1. Open Webgility Desktop.
  2. Go to Connections,  then Accounting, go to Sync Settings, and click on Transaction Setup.

  3. Under Transaction Setup, verify the Sales Rep.

  4. Once done, save the settings and click on Save & Continue, close the Sync Settings & retry posting the same order.
  5. If you're using Sales Receipts as transaction, then the Sales Rep option will not show in the setup.

Feel free to reach out to us at support@webgility.com