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Troubleshooting Amazon Settlement Report posting Issues with QuickBooks Desktop via Webgility Desktop

This article helps Webgility Desktop users in resolving errors that occur when posting Amazon settlement reports into QuickBooks Desktop through Webgility Desktop. It provides step-by-step guidance on verifying order data, re-downloading reports, and updating QuickBooks Desktop records to address common causes such as incomplete or outdated order data, mismatched or missing records, and interruptions from previous errors, ensuring smooth and accurate settlement posting.

Overview

This article provides step-by-step guidance to resolve posting errors encountered when uploading settlement reports into QuickBooks. It covers order data verification, re-downloading, and how to update QuickBooks data to address typical issues.

Common Causes of Posting Errors

  • Incomplete or outdated order data in the settlement report
  • Mismatched or missing records during QuickBooks upload
  • Previous errors interrupting successful uploading

Step 1: Verify Settlement Report Order Data

  1. Review the affected settlement report for completeness.
  2. Confirm that all expected orders are present and correctly formatted for import.
  3. Note any discrepancies or missing data.

Step 2: Re-Download Orders from Source System

  1. Navigate to the Order > Amazon > Settlement Report.
  2. Use filters to select the orders included in the problem settlement report.
  3. Click Re-Download to retrieve a fresh dataset.
  4. Compare the new file against the previous version to ensure completeness and accuracy.

Step 3: Update Data from QuickBooks

  1. Open QuickBooks and access the relevant company file.
  2. Go to Connections > Get latest Data & Settings in Webgility
    • Click on Redownload all data
  3. Confirm that the latest data is reflected after any sync or rebuild process completes.

Step 4: Retry Report Posting

  1. Open the import module for settlement reports in Webgility under the Orders Tab. 
  2. Upload the corrected and updated settlement report.
  3. Monitor for errors during the posting process:
    • If new errors occur, document the error messages for further troubleshooting.
  4. Once uploads succeed, verify the data integrity within QuickBooks.