How to Connect Webgility Desktop with QuickBooks Enterprise, Pro, or Premier
Follow these simple steps to seamlessly connect Webgility Desktop with your QuickBooks Enterprise, Pro, or Premier. The setup process is consistent across these QuickBooks versions and should take only 3 to 5 minutes.
Step 1: Select Your QuickBooks Version in Webgility Desktop
- After connecting your sales channel, go to Connection > Accounting/POS/ERP > Edit Connection in Webgility.
Choose your QuickBooks version (Enterprise, Pro, or Premier) from the drop-down menu.
Step 2: Confirm Your QuickBooks Company File Location
- Open the QuickBooks company file that you want to connect to Webgility.
- Log in as the admin user and switch to single-user mode (admin access is only required for setup).
- Press F2 or Control + 1 to open the Product Information window.
- Copy the file location shown in the Product Information window, then close it.
- Paste the copied file path into the Company file location field in Webgility’s connection window, and click Connect to QuickBooks.
Step 3: Approve Webgility Application in QuickBooks
- The QuickBooks Application Certificate window will open. Grant access to Webgility by selecting the option to allow it access to personal data (such as Social Security Numbers and customer credit card information) if needed.
- Click Continue to confirm.
Step 4: Set Basic Order Processing Settings in Webgility
- You will be directed to the Order Processing Settings screen. Configure the basic settings here; you can adjust details later as needed.
- Click Continue, then OK on the confirmation pop-up to save your settings.
Once you complete these steps, Webgility Desktop will be connected to QuickBooks, and you’ll be redirected to the Webgility Home Screen.
If you find you need more help, please contact Webgility Support for assistance.
