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Troubleshooting QuickBooks POS Connection and Order Posting Issues

This article helps Webgility Desktop users with troubleshooting and resolution steps for order posting failures from Webgility Desktop to QuickBooks POS, commonly seen after QuickBooks POS migrations or system changes. It focuses on resolving connectivity and configuration issues to restore successful order sync.

Overview

Order posting failures to QuickBooks POS may occur following a POS migration or system changes due to connectivity or configuration issues. This article outlines actionable troubleshooting and resolution steps when orders do not post from Webgility Desktop to QuickBooks POS.

Common Causes

  • Workstation name changes after migration
  • Stopped or misconfigured QBPOS services
  • Network configuration mismatches
  • Incorrect POS connection settings

Step-by-Step Troubleshooting

1. Verify QuickBooks POS Connection

  • Attempt to post an order to QuickBooks POS.
  • Note any specific error messages (e.g., connection failed, authentication issues).

2. Check the Workstation Name

  • On the POS workstation:
    • Go to Control Panel > System > About.
    • Confirm the PC name matches what is configured within the Webgility Desktop Accounting connection settings.
  • Update the PC name in the settings if needed.

3. Restart QuickBooks POS Services

  • On the workstation running QuickBooks POS:
    • Press Windows + R, type services.msc, and press Enter.
    • Locate QBPOS Database Manager Services.
    • Right-click the service and select Restart.
  • Ensure the service status is Running after restart.

4. Assess Network Settings

  • Confirm that the workstation and all integrated systems are on the same network/subnet.
  • Check for any recent changes to firewalls or router settings that could block traffic between systems.
  • Run a ping test between the integration platform and POS workstation to verify connectivity.

5. Re-Test Order Posting

  • Attempt to post previously failed orders.
  • Confirm that orders now post successfully.

Resolution

If all settings are correct and services are running, connection issues should resolve. Any pending orders should post. If problems persist, contact support.

Additional Tips

  • Document any network or PC name changes during migration to update integration settings promptly.
  • Regularly verify QuickBooks POS service status after major updates or migrations.