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Resolving Missing Orders and Data Issues in Shopify Payout Reports (Webgility Desktop)

This article helps Webgility Desktop users resolve issues where Shopify payout reports are missing orders or showing outdated data. It outlines possible causes like incorrect date ranges or disabled payment settings and provides steps to re-enable syncing, adjust filters, and regenerate accurate reports. The goal is to ensure all Shopify orders are properly included in payout reporting.

Overview

If your Shopify payout reports in Webgility Desktop seem incomplete or outdated, it’s often due to missing order data or incorrect configuration settings. This guide will walk you through a few simple steps to help ensure that your payout reports reflect all relevant orders accurately.

Common Reasons for Missing Orders or Outdated Data

  • Order download filters don't cover the full date range.

  • The "Create Payment" setting for payouts is turned off.

  • Data synchronization hasn't completed or encountered errors.

How to Resolve the Issue

1. Make Sure “Create Payment” is enabled.

  • Go to Sync Settings > Orders. 

  • Check that the Create Payment option is enabled.

  • If it’s off, turn it on and save your changes.

2. Look for Missing Orders

  • Head to the Orders tab in Webgility Desktop.

  • Search by order number or use filters to find transactions.

  • If you still don’t see some orders, go to C:\Webgility\UnifyEnterprise\ErrorLog\Warn logs to review any sync errors.

3. Update the Download Date Range

  • Navigate to Dashboard, under get new orders drop down select orders by range option.

  • Make sure the date range selected includes the missing orders.

    • Example: If orders from early June are missing, set the "From Date" accordingly.

  • Download the orders again.

4. Repost or Re-Generate the Payout Report

  • Once the missing orders are downloaded, go to the Reports section.

  • Re-run the payout report to include the updated data.

  • Review the report to ensure all transactions are now accounted for.

Best Practices

  • Review your Shopify integration settings regularly.

  • Keep the date range broad enough to avoid excluding recent orders.

  • Periodically check your sync logs to catch and resolve issues early.

By following these steps in Webgility Desktop, you can quickly troubleshoot missing payout data and keep your Shopify–QuickBooks workflow running smoothly. Let us know if you’d like help refining this into a knowledge base format!