Troubleshooting QuickBooks Order Posting Errors in Webgility Desktop
This article helps Webgility Desktop users troubleshoot and resolve errors encountered when posting orders to QuickBooks Desktop. It focuses on issues related to missing items, deleted customers, and data mapping discrepancies caused by outdated data downloads between Webgility Desktop and QuickBooks Desktop.
Overview
When posting orders from Webgility to QuickBooks, you may encounter errors related to missing items, deleted customers, or general data mapping issues. These problems typically stem from outdated data synchronization or mapping discrepancies between the two systems.
Common Symptoms
- Order fails to post from Webgility to QuickBooks
- Error messages indicating missing items or deleted customers
- Discrepancies between Webgility and QuickBooks order data
Initial Assessment
Check and document:
- Specific error messages shown in Webgility
- Status of data sync (last successful download)
- Recent changes to items or customers in QuickBooks
Step-by-Step Resolution
1. Download Latest Data from QuickBooks
- In Webgility Desktop, go to Connections > Get Latest Data and Settings.
- Ensure item lists and customers are refreshed as expected.
- Monitor for warnings about deleted or missing entries.
2. Reconnect QuickBooks Integration
- Navigate to Connections > Accounting/POS/ERP > Settings.
- Click Test QuickBooks Connection or reauthorize the QuickBooks connection.
- Follow prompts to ensure the link is active and verified.
3. Review and Update Mapping Settings
- Navigate to Product section in Webgility.
- For any missing or unmapped items/customers, manually map them to corresponding QuickBooks records.
- Delete obsolete mappings for entries removed in QuickBooks.
- Save changes and verify there are no unresolved entries in the mapping list.
4. Post the Order Again
- Select the previously failing order(s).
- Attempt to post to QuickBooks.
- Confirm successful posting and correct reflection in QuickBooks.