Refund Download Errors During Settlement Posting in Webgility Desktop
This article helps Webgility Desktop users resolve errors encountered when posting settlement reports into QuickBooks, especially during the Refunds Download process. It covers scenarios involving exclusion options such as downloading only return orders or enabling "Do not download return orders" and guides users on how to address persistent or recurring errors in subsequent reports.
Overview
This article details steps for you to investigate and resolve errors encountered when posting settlement reports into QuickBooks, particularly during the Refunds Download process. It addresses scenarios where exclusion options (like only downloading return orders or enabling Do not download return orders) are in use, and an error persists or recurs on subsequent reports.
Background
- You might receive errors when posting settlements, specifically during refunds and returns downloads.
Step-by-Step Resolution
1. Verify the Download/Sync Settings
- Access the affected QuickBooks integration.
- Check whether the Do not download return orders setting is enabled or if only returns were selected for download during the affected settlements.
- Take note of any recent changes or support guidance followed by you.
2. Analyze Recent Settlement Activity
- Review both successful and failed settlement posting attempts.
- Note which workaround (filtering or exclusion) was applied during each attempt, and correlate with outcomes.
- Identify any new or unique patterns in the failed reports.
- Try to post the settlement report.