Shopify payouts appear as ‘Incomplete’ in Webgility Desktop
This article helps Webgility Desktop users resolve issues where Shopify payouts appear as ‘Incomplete’ in Webgility Desktop, even though they have posted successfully. This issue is often caused by synchronization or item mapping discrepancies between Shopify, Webgility Desktop, and QuickBooks Desktop.
Overview
If you're seeing Shopify payouts marked as 'Incomplete' in the Pending tab of QuickBooks Desktop—even though the payouts appear to have posted successfully—this is likely due to a synchronization or mapping issue between Shopify, Webgility, and QuickBooks. This article walks you through how to identify the problem and resolve it.
Issue
You may be experiencing the following:
- A Shopify payout is listed as 'Incomplete' in QuickBooks Desktop.
- The payout appears to have posted, but its status isn't updating correctly.
- Standard syncing and updating the application didn't resolve the issue.
Root Cause
This issue typically results from a communication or mapping error in the integration between Shopify and QuickBooks Desktop. In some cases, manual adjustment or a development-level customization is required to correct the payout status.
Resolution Steps
Step 1: Update Webgility
- Make sure you're using the latest version of Webgility.
- Navigate to Webgility > Help > Check for Updates.
- Review the change logs for any recent fixes related to payout synchronization.
Step 2: Re-sync the Affected Payout
- In Webgility, go to the Dashboard and locate the payout that's showing as 'Incomplete.'
- Click Re-sync or Refresh to attempt a standard update of the payout status.
- If the payout still appears as 'Incomplete' in QuickBooks, continue to Step 3.
Step 3: Work with Development for Customization
If standard syncing doesn't fix the issue:
- Reach out to Webgility Support and provide the payout ID in question.
- Our development team will review the system logs for that specific transaction.
- Request the creation of a customization node—this will allow for direct adjustment or manual status correction in QuickBooks Desktop.
Step 4: Reprocess the Payout
Once the customization node has been deployed:
- Use the new node to perform a manual correction of the payout status.
- Reprocess the payout record within Webgility.
- Confirm that the status in QuickBooks Desktop updates to Complete.
Step 5: Validate and Close
- Double-check that the payout now appears correctly across both Webgility and QuickBooks Desktop.
- Search for similar 'Incomplete' payout records that may require the same fix.