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Troubleshooting Recurring Scheduler Order Posting Issues Due to QuickBooks Desktop Connection

This article helps Webgility Desktop users diagnose and resolve recurring order posting failures caused by connection issues with QuickBooks Desktop while using the scheduler. It provides step-by-step guidance to identify the root cause and restore reliable order posting.

Overview

Recurring failures in order posting via the scheduler can often be traced to connection issues with QuickBooks Desktop. This article provides a step-by-step guide to diagnose and resolve these problems, particularly when the issue reoccurs.

Symptoms

  • Orders are not being automatically posted by the scheduler
  • Multiple instances of posting failures (recurring issue)
  • Error logs may reference QB connection or authentication errors

Root Cause

A disrupted or invalidated connection between the scheduler and QuickBooks is a common cause for repeated posting errors.

Step-by-Step Troubleshooting Guide

1. Confirm the Scheduler Service Status

  • Check that the scheduler service is running on the host system
  • Verify no scheduled task failures prior to the order posting attempt

2. Review Scheduler Logs

  • Access scheduler logs for recent errors
  • Look for messages related to QuickBooks connection failure, authentication timeouts, or permission issues

3. Validate QuickBooks Connection

  • Confirm the integration credentials (username/password or OAuth tokens) have not expired or changed
  • Verify that QuickBooks (or QB connector) is accessible from the scheduler host (try a manual login if possible)
  • Ensure that there are no network issues (firewall, VPN, DNS resolution)

4. Update Webgility Application

  • Ensure that Webgility is updated to the latest version.
  • In Webgility, go to Help > Check for Updates.
  • Download and install any available updates.

5. Reestablish the QuickBooks Connection

  • Reauthorize the QuickBooks connection or refresh OAuth tokens.
  • Navigate to Connections > Accounting/POS/ERP > Edit Connection and reconnect QuickBooks.

6. Retry Order Posting

  • Trigger the order posting task from the scheduler UI.
  • Monitor logs for successful transactions and absence of errors.