Resolving Data and Configuration Issues Causing Order Posting Failures in Webgility Desktop
This article helps Webgility Desktop users resolve order posting failures between Webgility Desktop and QuickBooks Online, which often stem from outdated or misaligned accounting data, configuration mismatches, or improper automation settings. It provides step-by-step instructions to address data refresh prompts.
Step-by-Step Resolution
1. Download Latest Data from QuickBooks.
- In Webgility Desktop navigate to Connections go to Get Latest Data & Settings and download QuickBooks Data.
2. Reconnect QuickBooks Desktop with Webgility Desktop.
- In Webgility Desktop navigate to Connections go to Accounting, then Edit Connection and click on Test QuickBooks Connection.
3. Review and Update Mapping Settings
- Navigate to Product Tab in Webgility.
- For any missing or unmapped items/customers, manually map them to corresponding QuickBooks records.
- Use the Mapped filter and incorrect mapping sub filter to verify your invalid mappings in Webgility Desktop.
- Save changes and verify there are no unresolved entries in the mapping list.
4. Post the Order Again
- Go back to New Orders or Error Tab and select the orders which was having an error and click on Post To QuickBooks.