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Troubleshooting Incorrect Class Posting for Orders in Webgility Online

This article helps Webgility Online users fix issues where orders post to the wrong class in QuickBooks Online. It guides users through checking that class tracking is enabled, updating class-to-order mappings, refreshing the sync, reauthenticating the connection, and verifying correct class assignments in QuickBooks Online.

Why Class Assignments Matter

Classes in QuickBooks Online let you slice your sales data by department, location, or any category you choose. When orders end up in the wrong class, your reports can get skewed. Let’s walk through some friendly steps to make sure every order lands where it belongs.

1. Spot the Mislabeled Orders

  • In Webgility Online, note which orders are posting to the wrong class in QuickBooks.

  • Decide whether it’s all orders or just specific types (e.g., wholesale vs. retail).

2. Make Sure Your Sync Is Healthy

  1. Log into Webgility Online and head to Connections.

  2. Confirm your QuickBooks Online connection shows as connected.

  3. In QuickBooks Online, go to Settings ⚙️ > Account and Settings > Advanced and ensure Track classes is toggled on.

3. Review & Update Your Class Mappings

  • Back in Webgility Online, open the Sync Settings > Orders.

  • Look for the Advanced Settings section where you’ve defined Track Classes in QuickBooks and mentioned using this class.

  • If your business structure has changed, update these settings so they match today’s needs and save the settings.

4. Re-Authenticate If Needed

  • If your QuickBooks Online token has expired, you’ll see a disconnect option.

  • Simply click Disconnect and Connect, then sign in to QuickBooks Online, and grant access again.

  • Once that’s done, run another download data from sync settings to pull in the latest data.

6. Double-Check in QuickBooks Online

  1. Open QuickBooks Online and go to Sales > All Sales.

  2. Pick a recent order and click Edit.

  3. Look at the Class dropdown—your orders should now reflect the correct assignments.

Pro Tips for Hassle-Free Class Posting

  • Test with a few orders first: Before a full sync, post a small batch to verify your mappings.

  • Name classes clearly: “East Coast Retail” vs. “West Coast Wholesale” helps avoid mix-ups.

  • Check after major changes: Anytime you update product lines or sales channels, glance at your class mapping to keep reports accurate.