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Resolving Shopify–QuickBooks Online Consolidation Issues in Webgility Desktop

This article helps Webgility Desktop users troubleshoot issues with the consolidation posting feature when syncing orders from Shopify to QuickBooks Online. It explains what consolidation posting is, how to verify and adjust related settings, and how to resolve posting problems to ensure smooth and accurate syncing.

Overview

If you're using Webgility Desktop to sync Shopify orders with QuickBooks Online (QBO), you may run into issues with the consolidation posting feature—where multiple daily orders are grouped and posted as a single entry. This guide will walk you through how to check your setup and troubleshoot common problems related to consolidation posting.

Step 1: Understand the Issue

First, identify what’s going wrong with the consolidation:

  • Are consolidated sales not posting to QBO?

  • Are the entries incorrect, duplicated, or incomplete?

Knowing exactly what’s happening will help you resolve it faster.

Step 2: Review Your Webgility Settings

Check Consolidation Settings

  1. Open Webgility Desktop.

  2. Go to Sync Settings under your Shopify store profile.

  3. Make sure Post orders in groups is enabled for the Shopify–QBO connection.

 Review Account Mappings

  • Navigate to your Sync settings.

  • Confirm that each Shopify payment method (e.g., credit card, PayPal) is correctly mapped to the appropriate QBO account (like Undeposited Funds, Sales Income, etc.).

  • Also check mappings for tax and shipping accounts.

  • Turn on the scheduler now.

Step 3: Test the Connection and Post Manually

Try a manual consolidated post.

  • Select a recent day’s worth of Shopify orders.

  • Manually run a consolidated post to QBO.

  • Watch for any error messages or skipped entries.

Check Logs

  • Go to C:\Webgility\UnifyEnterprise\ErrorLog\Debug log to view details of any failed sync attempts.

  • Look for red flags like authentication issues, missing mappings, or posting rejections from QBO.

Step 4: Confirm Everything Is Up to Date

Make sure you're using the latest versions of:

  • Webgility Desktop

  • Your QuickBooks Online connection

Updating an outdated version can often resolve syncing errors without further action.

Summary

If your Shopify–QBO consolidation posts aren’t working as expected in Webgility Desktop, reviewing your sync settings, account mappings, and version compatibility can usually get things back on track. A manual post and quick log review are often all it takes to pinpoint and fix the issue.