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Troubleshooting Guide: Resolving Order Posting Errors to QuickBooks Online connection with Webgility Online

This article helps Webgility Online users identify and troubleshoot common issues that may cause errors when posting BigCommerce orders to QuickBooks Online through Webgility Online. It outlines potential problems such as disconnected QuickBooks Online accounts, outdated data in QuickBooks Online, or missing information from BigCommerce that can interfere with accurate and successful sync operations.

Common Causes of Errors:

The following issues may cause errors when syncing data between BigCommerce and QuickBooks through Webgility:

  • QuickBooks Online is not connected:
    The integration requires an active connection to the correct QuickBooks company file. If disconnected, sync operations will fail.

  • Latest data is not downloaded from QuickBooks:
    If recent updates (e.g., accounts, customers, products) have not been synced from QuickBooks, mappings may be incomplete or inaccurate.

  • Latest data is not downloaded from BigCommerce:
    Missing or outdated order or product data from the sales channel can prevent accurate syncing and processing.


Step 1: Reconnect the QuickBooks Online Integration

To re-establish the QuickBooks Online connection:

  1. Navigate to the Connections section in Webgility Online.

  2. Locate the QuickBooks company file and click Remove next to it.

  3. When prompted, click Yes to confirm the disconnection.

  4. Reconnect to the same QuickBooks company file by following the authorization prompts.

Important: Ensure that the same company file is selected during reconnection. Connecting to a different company file will result in the loss of existing integration settings and mappings.

 

Step 2: Download the Latest Data from QuickBooks

To ensure accurate data mapping and successful syncs, the latest data must be downloaded from QuickBooks:

  1. Refresh Order Settings:

    • Go to Sync Settings > Orders

    • Click the refresh arrow icon to update order-related data

  2. Download Product Data:

    • Navigate to the Products section

    • Click the dropdown menu and select "Download the data from scratch"

  3. Download Customer Data:

    • Navigate to the Customer section

    • Click the dropdown menu and select "Download the data from scratch"

Step 3: Download the Latest Data from the Sales Channel (BigCommerce)

To ensure accurate syncing and order processing, the latest data must be downloaded from BigCommerce:

  1. Reauthorize the Sales Channel Connection:

    • Navigate to Connections

    • Click on Reauthorize next to the Sales Channel store

    • Follow the prompts to reconnect the store

  2. Download Product Data from Sales Channel:

    • After reauthorization, go to the Products section

    • Click the dropdown menu and select "Download from scratch"

Click Save to complete the update