Cause of the issue:
This error typically occurs when Webgility loses connection with QuickBooks Desktop, preventing it from retrieving the company data file name. Possible causes include a temporary disconnection between Webgility and QuickBooks, an outdated or invalid QuickBooks certificate, or permission-related issues that restrict access to the company file.
Steps to resolve:
To resolve the error "Post to QuickBooks failed due to Could not get the name of the current QuickBooks Company data file," follow these steps:
1. Verify QuickBooks Connection
At times, QuickBooks may disconnect for various reasons, requiring verification of the connection between Webgility and QuickBooks Desktop.
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Please refer to the following article:
βVerify QuickBooks Desktop Connection & Company File
2. Regenerate the QuickBooks certificate
If Webgility is unable to connect to QuickBooks, we may need to re-authorize the connection by removing the existing certificate first and then regenerating it with a new connection.
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Please refer to the following article:
βRegenerate QuickBooks Certificate