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

Resolving Item Mapping and Scheduler Problems in Webgility Desktop Order Posting

This article helps Webgility Desktop users resolve order posting failures to QuickBooks Desktop. It outlines best practices and provides troubleshooting steps to address common issues such as item mapping errors, scheduler configuration problems, challenges with batch or manual posting, and integration monitoring across multiple store profiles.

Understanding Common Causes of Posting Failures

Order posting issues are often caused by one or more of the following:

  • Item Mapping Issues: Missing or incorrect links between store products and QuickBooks SKUs.

  • Scheduler Misconfiguration: Incorrect triggers, run intervals, or excluded profiles.

  • Manual Intervention Required: Certain orders require manual handling due to missing mappings or grouping settings.

  • Store-Specific Configuration Drift: Differences in integration settings between store profiles.

Step 1: Review and Correct Item Mappings

  1. Navigate to the Products section in Webgility.

  2. Review both Mapped and Unmapped items:

    • Ensure every store item has a corresponding, active item in QuickBooks.

    • For unmapped products, use Add Mapping to link the item to the correct QuickBooks SKU.

  3. After changes, Save and re-sync mappings if you performed bulk updates.

Step 2: Verify Scheduler Configuration

  1. Go to Scheduler Settings in Webgility Desktop.

  2. Confirm these key settings:

    • Trigger Conditions: Example – post orders when status is 'Paid' and/or 'Shipped'.

    • Frequency and Interval: Verify recurrence, timezone settings, and schedule accuracy.

    • Target Profiles/Stores: Ensure all relevant stores are included in the scheduler.

Step 3: Handle Bulk or Manual Order Posting

  1. Go to the Error or Scheduled tab.

  2. Identify orders marked as Not Posted or Failed.

  3. Select affected orders and click Post to QuickBooks for manual posting.

    • Ensure all item mappings are correct before posting to avoid repeat errors.

Step 4: Monitor Results and Investigate Issues

  1. Review the Scheduler Logs and Order History for any failed transactions.

  2. Look for errors related to:

    • Item mismatches

    • Missing mappings

    • Incorrect store/profile configurations

  3. Adjust settings or mappings based on the error details, then retry posting.

By following these steps, you can resolve most order posting failures and ensure smooth integration between Webgility Desktop and QuickBooks Desktop.