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Troubleshooting Scheduler Data Download Failures in Webgility Desktop from both QuickBooks Desktop and and Sales Channel

This article helps Webgility Desktop users troubleshoot interruptions in Webgility Desktop scheduler automation that affect automatic downloads of QuickBooks Desktop and sales channel's data. It provides a solution-focused operational checklist to identify and resolve common scheduler-related download issues.

Overview

Scheduler automation in Webgility allows users to automatically download QuickBooks and Sales Channel data. Occasional interruptions can halt these processes. This article provides a solution-oriented operational checklist when troubleshooting such scheduler-related download issues.

Initial Assessment

  • Confirm Symptoms: Verify if the specific errors or whether the download is simply not occurring on schedule.
  • Review Scheduler Logs: Access scheduler logs within the Webgility app for any recorded errors, warnings, or abnormal timing.
  • Check Application and Plugin Updates: Confirm both Webgility application and connector plugins are on the latest version.

 

Troubleshooting Steps

1. Webgility Application Update

  • Go to Help > Check for Updates.
  • Initiate update if a new version is available.
  • After update, confirm all integrations remain authorized.

2. Sales Channel and QuickBooks Connection Verification repectively

  • Go to Connections > Sales Channels > Manage Sales Channel. Under Action column click on Edit and then Reauthorize the connection.
  • Go to Connections > Accounting/POS/ERP > Edit Connection. Authenticate and test data sync.

3. Scheduler Status and Settings

  • Check the status of Scheduler in Webgility.
  • Confirm that the scheduler is Active and the correct tasks (QuickBooks and sales channel downloads) are enabled.
  • Navigate to scheduler settings, adjust and save scheduler as needed.
  • Restart the scheduler to apply changes.

4. Date-Related Settings

  • Also ensure that date is correctly set under the download settings of Webgility

Post-Troubleshooting Actions

  • Monitor scheduled tasks for a full cycle (usually 24 hours) to confirm resolution.