Troubleshooting Inventory Sync Problems Between Webgility Desktop and QuickBooks POS
This article helps Webgility Desktop users resolve inventory sync issues in Webgility Desktop after reinstalling the application, particularly when used with QuickBooks POS. It guides users through reconfiguring sync settings, assigning QuickBooks POS as the inventory master, scheduling backups, and verifying product sync functionality even when QuickBooks POS is closed.
Step-by-Step Troubleshooting
1. Set QuickBooks POS as Your Master Data
This will ensure QuickBooks POS remains the source of truth for inventory:
- Navigate to Products > Sync Settings
- Select QuickBooks POS as Master
- Save your changes to lock this configuration
- Schedule Automatic Backups
To protect your data and settings going forward:
- Go to Scheduler Settings
- Set up a Daily Automatic Backup (recommended)
- Confirm backup location and retention period
- Verify Sync with POS Closed
Webgility Desktop can sync even when the POS is not actively running:
- Perform a manual product sync
- Close QuickBooks POS
- Initiate sync and verify success
- 4. Re-Download Sales channel Items If Needed
If your online store inventory has changed since reinstallation:
- Go to Products > All Products (Sales Channel) > Download Products from Scratch
- This pulls updated inventory from your online store into Webgility Desktop
- Monitor for successful item downloads or any errors