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Resolving 'Invalid Customer Type' Errors When Posting Amazon Orders to QuickBooks

This article helps Webgility Desktop users resolve the "Invalid Customer Type" error encountered when posting Amazon orders from Webgility Desktop to QuickBooks Desktop. The error typically occurs due to a mismatch or missing customer type in QuickBooks Desktop that Webgility Desktop attempts to use during order posting. The article provides steps to identify and fix this issue for smooth order posting.

Why This Happens:

You may encounter this error for the following reasons:

  • The customer type mapped in QuickBooks doesn’t exist or hasn’t been assigned properly.

  • The customer record may have been renamed, deleted, or changed in QuickBooks, and those changes haven’t been updated in Webgility Desktop.

How to Fix It:

  1. Refresh the latest customer data from QuickBooks into Webgility Desktop

    • This will ensure Webgility Desktop has the most up-to-date information from QuickBooks.

    • To do this, follow the steps in this article: click here

  2. Try posting the order again.

    • Once the customer data is refreshed, go back and reattempt posting the order to QuickBooks.

Important:

If you're unable to log into Webgility Desktop, please reinstall the latest version from https://portal.webgility.com.

If you're already logged in to Webgility Desktop and no login issues exist, you can check for updates by clicking Help > Check for Updates > Update in the Webgility Desktop menu.