How to Connect Webgility Desktop with QuickBooks Enterprise 22
In QuickBooks:
To get started, you will need to activate your Webgility account from within QuickBooks Enterprise 22. Learn how, here.
In Webgility Desktop:
1). Once your Webgility account is activated, connect Webgility Desktop to the Sales Channel.
2). Navigate to Integrations> Accounting/POS/ERP> Add Connection
3). Select the correct version of QuickBooks from the drop-down menu.
4). Launch the QuickBooks company file you want to connect to Webgility.
5). Log into QuickBooks as the admin user and switch it to single-user mode. The admin login is required for connection purposes only. Once the connection is made and the data download is complete, you can switch back to any other user or switch to multi-user mode.
6). Press the F2 or Control + 1 key to bring up the Product Information window on the screen.
7). Copy the company file location from the Product Information window, then close it.
8). Paste the copied file path to the Company file location field in the Webgility connection window. Then click Connect to QuickBooks.
9). This will open the Application Certificate in QuickBooks, and grant access to the Webgility application from QuickBooks as an admin.
10). Once this permission is granted, click Continue to process.
11). You will be redirected to the Order Processing Settings. Configure the basic settings, then click Continue.
12). Select Configure my posting settings for detailed configuration, and set rules for posting the orders to Quickbooks. Then click Go to Settings.