Skip to content
  • There are no suggestions because the search field is empty.

Troubleshooting Payment Mismatches Causing Order Posting Failures in Webgility Desktop

This article helps Webgility Desktop users troubleshoot errors between Webgility Desktop and QuickBooks Desktop that prevent orders from posting correctly. It focuses on resolving common issues like overpayment discrepancies caused by mismatched payment data or order misconfigurations, providing step-by-step instructions to identify and fix these errors.

Issue Overview

If you see errors in Webgility Desktop while syncing orders to QuickBooks Desktop—especially those related to overpayments or failed order postings—follow this process to resolve them.

Step-by-Step Resolution

1. Identify Affected Orders

  • Open Webgility Desktop and go to the Dashboard.

  • Select the Error tab to view orders that failed to sync with QuickBooks Desktop.

  • Review the error messages—specifically note any related to overpayments or duplicate entries.

  1. Prepare for Troubleshooting
  • Ensure that no active sync sessions are currently running in Webgility Desktop  to avoid data conflicts.

  • If needed, pause any scheduled syncs temporarily.

  1. Re-download Orders from the Error Tab
  • In the Error tab, use bulk selection to highlight all affected orders.

  • Click Re-download

  • Allow the system to process the sync. Monitor progress to ensure orders move out of the Error tab once successfully synced.

  1. Validate Sync and Payment Accuracy

After the re-sync:

  • Confirm that orders now appear correctly in both Webgility Desktop and QuickBooks Desktop.

  • Check that the order total, payment method, and payment amount match in both systems.

For overpayment issues, double-check the payment mapping settings under Webgility’s configuration panel to ensure no duplicate or excess payments are being posted.