Skip to content
  • There are no suggestions because the search field is empty.

Resolve Order Posting Issues by Updating Webgility Desktop and Configuring posting settings

This article helps Webgility Desktop users keep Webgility Desktop up to date and properly configure posting settings to ensure successful order syncing and posting to QuickBooks Desktop. It provides step-by-step instructions for upgrading the software and resolving common posting issues, particularly when integrating with platforms like QuickBooks Desktop Enterprise.

Common Causes of Order Posting Errors

  • Outdated Webgility or QuickBooks Desktop versions

  • Improper or missing configurations in posting settings

  • Conflicts with existing transactions in QuickBooks

  • Unmapped payment methods, customers, or items

Step-by-Step Instructions

1. Check for Webgility Desktop Updates

  • Open Webgility Desktop.

  • Navigate to Help > Check for Updates.

  • If a newer version is available, download it.

✅ Before updating, always back up your database.

2. Backup Your Webgility Database

  • Go to System > Database > Backup.

  • This will generate a .BAK file to ensure you can restore data if needed.

3. Upgrade Webgility Desktop (If Required)

  • Follow the on-screen prompts to install the latest version.

  • After installation, restart Webgility Desktop.

4. Reconnect to QuickBooks Desktop

  • Navigate to Connections > Accounting > Edit Connection.

  • Click Test QuickBooks Connection to re-establish the link.

💡 This step ensures smooth communication between Webgility and QuickBooks post-upgrade.

5. Review Order Posting Settings

  • Go to Connections > Accounting/POS/ERP > Sync Settings > Orders > Posting Rules.

  • Review posting templates, account mappings, and other configuration settings.

  • Look for any fields that are blank or incorrectly assigned.

6. Map Missing Payment Methods or Items

  • Still in Posting Rules, click on Configure Mapping > Map Payment Methods.

  • Match all payment methods from your sales channel to the appropriate ones in QuickBooks.

  • Repeat this step for product items and customers, if applicable.

7. Reattempt Order Posting

  • Go to the New Orders tab.

  • Select the previously failed orders.

  • Click Post to QuickBooks.

  • Monitor for successful completion without errors.

Notes

  • This process is specific to Webgility Desktop and applies to all connected sales channels like Shopify, Amazon, eBay, etc.

  • Upgrading to the latest version often resolves issues caused by outdated modules or previously known bugs.

  • Always verify mappings and settings before retrying failed transactions.