Troubleshooting Unrecognized Payment Card Types Causing Order Posting Failures in Webgility Desktop
This article helps Webgility Desktop users resolve errors in Webgility Desktop when posting orders to QuickBooks Desktop caused by unrecognized or incorrectly mapped payment card types. It explains how to address issues when card types like VISA or MasterCard are not properly pulled from the store or don’t match existing payment methods in QuickBooks Desktop.
To resolve this, you'll need to map the card type in Webgility to a valid payment method in QuickBooks.
Symptoms
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Orders fail to post in QuickBooks
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Error messages mention an unrecognized or missing payment method
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The issue resolves after updating the payment method mapping
Steps to Resolve
1. Open Posting Settings
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In Webgility Desktop, go to:
Integrations > Accounting/POS/ERP > Posting Settings
2. Configure Payment Method Mapping
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Under the Orders section, click on Configure Mappings next to Map Payment Method
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Click on Setup
3. Add or Update the Card Type
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In the setup window, add a new payment method
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Copy the card type from the order (for example, VISA, AMEX, etc.) and paste it exactly into the payment method name
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(Optional) Set it as the default payment method if applicable
4. Map It to QuickBooks
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Use the dropdown to map this sales channel payment method to the appropriate QuickBooks payment method
5. Save and Apply
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Click Save and Close
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Then click Save & Continue to apply your changes in Posting Settings
After these steps, try posting the order again. The transaction should now go through without errors related to the payment method.