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Webgility Desktop: Resolving Scheduler Conflicts That Prevent Order Posting

This article helps Webgility Desktop users in resolving issues where orders remain in the Scheduled tab in a QuickBooks Desktop integrated Webgility Desktop environment. These issues are often caused by scheduler conflicts, especially in multi-workstation setups, where the scheduler may behave inconsistently or restart unexpectedly. The article provides detailed steps to identify the root cause and restore consistent order processing.

Overview

This article details steps to resolve issues where orders remain in the Scheduled tab and do not transfer to the New Orders tab due to scheduler conflicts in a QuickBooks integration environment.

Problem Description

  • Orders are not moving from Scheduled tab to New Orders tab.
  • QuickBooks integration appears inconsistent.
  • Scheduler appears to turn off/on unexpectedly or run inconsistently across multiple workstations.

Root Cause

Running the scheduler on more than one workstation simultaneously causes conflicting operations. This can interrupt the automated transfer of orders between tabs and posting to QuickBooks.

Step-by-Step Troubleshooting and Resolution

1. Verify Scheduler Status

  • Check all workstations to determine where the scheduler service/utility is running.
  • Confirm if more than one instance of the scheduler is active concurrently.

2. Stop Secondary Scheduler Instances

  • On all but the primary workstation, stop and exit the scheduler application/service.
  • Ensure users on those machines do not restart the scheduler.

3. Restore Order Processing

  • On the primary workstation (where scheduler should remain active), monitor that:
    • Orders begin transferring from Scheduled to New Orders as expected.
    • New orders successfully post to QuickBooks if integrated.

4. Address Potential Duplicates

  • You may need to manually enter any missing orders into QuickBooks, if required.
  • If duplicate orders are present in the system or QuickBooks, carefully delete duplicates to prevent reporting/accounting errors.

5. Restart the Scheduler Properly

  • Once secondary instances are stopped and duplicates addressed:
    • Restart the scheduler on the designated primary workstation.
    • Confirm it remains the only active instance.

6. Confirm Resolution

  • Monitor order flow for a full processing cycle.
  • Confirm that orders move correctly and no duplicates are generated.