Troubleshooting Settlement Report Errors in Webgility Desktop and QuickBooks Desktop
This article helps Webgility Desktop users resolve errors encountered when posting a settlement report in QuickBooks Desktop. Such issues typically occur due to data conflicts or incomplete synchronization between order data and accounting records.
Step-by-Step Resolution
1. Undo-Sync order
If the posting error followed a recent order sync, revert it to prevent duplication or data inconsistency:
-
Go to the Posted Order in Webgility
-
Use the Undo-Sync option
-
Confirm that affected orders are removed from QuickBooks
2. Re-Download Orders
-
In Webgility, go to the New Orders module
-
Select the appropriate date range that includes missing or impacted transactions
-
Re-download the orders and check for errors
3. Re-Post the Settlement Report
Once the order data is accurate:
-
In QuickBooks, navigate to Orders > Amazon > Settlement Reports
-
Select the appropriate report
-
Click Post and verify that no error appears