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Troubleshooting Payout Posting Errors with “Create Payment During Payout Posting” Enabled in Webgility Desktop

This article helps Webgility Desktop users identify, resolve, and document payout posting errors in Webgility Desktop that may occur when the "Create Payment During Payout Posting" setting is enabled. It provides a step-by-step procedure to ensure accurate troubleshooting and prevent recurring issues related to this configuration.

Step 1: Download Latest QuickBooks Data

  • Navigate to: Connections > Get Latest Data and Settings

  • Click Download QuickBooks Data to ensure Webgility has the most current chart of accounts and settings.

Step 2: Access Expense & Fee Sync Settings

  • Go to: Connections > Accounting > Sync Settings

  • Open the Expenses and Fees section.

Step 3: Verify Setup for All Expense Groups

  • For each Expense Group (e.g., Expenses, Refunds, Fees):

    1. Click Setup.

    2. Confirm the correct accounts are selected.

    3. Click Save to apply any changes.

  • Repeat this verification process for each Expense Group type.

Step 4: Save All Settings

  • Once all expense groups are reviewed and confirmed:

    • Click Save & Close to exit the configuration.

Step 5: Retry Posting the Report

  • Return to the report or payout screen.

  • Attempt to post the report again.

  • Confirm whether the issue is resolved.