If Webgility is unable to connect to QuickBooks, we may need to re-authorize the connection by removing the existing certificate first and then regenerate it with a new connection.

1). Login to your QuickBooks as Admin & ensure to switch your QuickBooks to single-user mode for the time being.

2). In QuickBooks Desktop, navigate to Edit> Preferences> Integrated Application> Company Preferences> Select “Unify_Enterprise”> click Remove> OK.

3). Once done, go to your Webgility Desktop application, navigate to Integrations> Accounting/POS/ERP> Edit Connection

4). Make sure the company file selected is correct, and then click Test QuickBooks Connection.

5). Make sure your QuickBooks file is open and there are no pop-up windows open.

6). After testing the connection, you will receive an Application Certificate popup in QuickBooks. You will need to select Yes, always; allow access even if QuickBooks is not running, select "Admin" from the dropdown for "Login as" & Click Continue.

7). Click "Done" on the next pop-up window.

8). Once connected successfully, you will receive a message stating that you are successfully connected to QuickBooks. Click "OK" then "Save"

Please feel free to let us know if the issue still persists.