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Troubleshooting Currency Discrepancies Causing Transaction Errors in Webgility Online

This article helps users in resolving the Currency Mismatch error in Webgility Online, which typically occurs when there is a discrepancy between the transaction currency and the default currency set for the associated account, customer, or vendor. It provides step-by-step guidance to identify and correct currency settings to ensure smooth transaction posting and accurate financial records.

Step-by-Step Resolution

  • In QuickBooks verify the currency of the Account, Customer, or Vendor is the same as the currency in the New Order which you're trying to sync in QuickBooks
  • If you're making any changes make sure to click on Save in QuickBooks.
  • In Webgility Online on the left-hand side navigation panel, click on Sync Settings and go to Orders, click on the refresh icon to download the latest QuickBooks data in Webgility.
  • Check the Account setup for the impacted Currency, if making any changes click on Save. Do the same for Customer & Fees Sync Settings, check which customer is being used and the accounts type for Expenses & Fees.
  • Once changes are done go to the Error Tab or New Orders, select the impacted order and click on Post To QuickBooks.