Regenerate 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.
Steps to re-generate the QuickBooks Certificate:
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 in the menu options then go to Preferences and click on Integrated Application. Now go to Company Preferences and look for “Unify_Enterprise", select it and then click on Remove. Once you have removed all the certificates for “Unify_Enterprise" then click on OK.
3). Once done, go to your Webgility Desktop application, navigate to Connections in the menu options then go to Accounting/POS/ERP and click on 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"
If the problem persists, contact Webgility Support for further assistance.