When connecting for the first time, ensure that you are logged into POS under the 'sysadmin' login.

After connecting the store, you need to set up the POS connection. Select POS from the drop-down menu and type in the name of your company file. Webgility will detect the computer name where it is being installed. If this is not where the company file is located, go to that machine and find the name with the below instructions and overwrite it on this screen.

To get the POS file name, look at the top of your POS window.

If the company file is on a different workstation, get the POS server computer name, right click on My Computer / Computer and click on Properties.

Ensure that you are logged into POS using the sysadmin login. Then click on 'Connect to Quickbooks'. If all goes well, and there are no issues, you will see the integrated applications certificate popup in POS. Please click on Yes Always.

As soon as you click on Yes Always, Webgility will begin downloading POS data and settings. Click Next to proceed on to the Order Processing settings section.