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

Resolving Order Posting Issues Caused by Pending QuickBooks Desktop Updates or Disconnected Integrations

This article helps Webgility Desktop users troubleshoot issues in Webgility Desktop where orders fail to post automatically from sales channels to QuickBooks Desktop. It explains how pending QuickBooks Desktop updates or disconnected integrations can cause this problem and provides step-by-step guidance to identify the issue, complete necessary QuickBooks Desktop updates, and restore the automated posting through Scheduler.

 

Causes of Issues

  • Pending QuickBooks Update: QuickBooks may be awaiting an update, which can block integration processes.

  • Disconnected Integration: The connection between Webgility Desktop and QuickBooks may be lost after an update or permission change.

  • Scheduler Failure: If the Webgility Scheduler is running without recognizing QuickBooks, automated posting will fail.

Step-by-Step Instructions

1. Identify the Issue

  • Review the Scheduler Logs.

  • Navigate to: C:\Webgility\UnifyEnterprise\Scheduler logs\Processing logs

  • Look for errors related to QuickBooks, especially those referencing pending updates or connection failures.

  • Verify in the QuickBooks Connection.

2. Complete the QuickBooks Update

  • Launch QuickBooks Desktop directly.

  • If prompted for an update, follow the on-screen steps to install it fully.

  • Once the update is completed, close and reopen QuickBooks to finalize it.

 

3. Test the QuickBooks Connection

  • Return to Webgility Desktop > Connections > Accounting/POS/ERP.

  • Click on Test QuickBooks Connection.

  • Ensure the status returns as Connected.

  • If the connection fails, double-check for additional updates or permission restrictions.

4. Restart the Scheduler

  • Open the system tray (bottom-right corner of your desktop).

  • Right-click the Webgility Scheduler icon > Click Stop and then Exit.

  • If the icon is missing, open Task Manager > Details tab, locate UnifyScheduler.exe, and end both instances.

  • Return to Webgility Dashboard, click the Scheduler Indicator on the top right (next to the sales channel selector).

  • In the pop-up window, click Start Scheduler.

  • Monitor the scheduler logs to ensure it initializes correctly and acknowledges QuickBooks.

5. Verify Order Posting

  • Queue a test order in Webgility.

  • Allow it to post automatically using the scheduler or post it manually to verify the restored connection.

  • Confirm that the order appears correctly in QuickBooks without errors.

Notes

  • This process requires QuickBooks to be opened with admin rights.

  • If the scheduler still doesn’t recognize QuickBooks, a system restart may help clear pending tasks.