Troubleshooting Guide for QuickBooks Online and QuickBooks Desktop Connection Issue with Webgility Online

Webgility and QuickBooks need to be connected properly to ensure seamless data exchange between them. However, sometimes the connection between QuickBooks and Webgility breaks and needs to be reconnected.

In this article, we will guide you through the troubleshooting steps for QuickBooks connection issues.

QuickBooks online integration breaks with Webgility online in case of authentication certificate expiration or due to any other authentication-related changes in QB.

However, it's effortless to reconnect QuickBooks online, no matter what was the reason for the connection break. Just follow the steps below:

1). Login to Webgility online and go to Settings> Connection.

2). We need to disconnect QuickBooks and connect it again.

(While reconnecting to QuickBooks online make sure that you are reconnecting to the same company file, else the current settings in Webgility will be set to default if you connect to a different company file if you are not sure then you can take screenshots of settings under Settings> Accounting) then Select ‘Yes’ for confirmation.

Once QuickBooks is disconnected, click on the 'Add Accounting’ button.

Click on ‘Connect to QuickBooks' then you will get a permission popup, click on ‘Connect’ and the data will start downloading, and finally click on ‘Let's Go’ button.

To fix connection issues between the Webgility Extension and QuickBooks desktop follow the below steps:

Step 1: Re-install the extension using the below article and then test the QuickBooks connection. (https://helpcenter.webgility.com/en/articles/6373773-how-to-update-your-webgility-desktop-extension)

(While logging into the extension make sure that you use the same credentials that you use to log in on unify.webgility.com)

For testing the QuickBooks connection follow the below steps:

1). Login to QuickBooks in a Single-User mode with admin credentials.

2). Press the F2 button, copy the company file location, and close the Product Information popup.

3). Right-click on the Webgility Extension icon from the system tray, remove the old location, paste the new one, and click on ‘Connect to QuickBooks’.

You will get the ‘Successfully connected to QuickBooks’ popup.

Click on ‘Save & Close’

If you are getting a “COM Class” error while connecting QuickBooks then follow this step if not please skip to the next step.

1). Please close Webgility extension and QuickBooks and then Go to C drive> Webgility> UnifyExtension, locate ‘Unify MergeModule’, right-click, and select Install.

2). Open the connection window in Webgility Extension and click on ‘Connect to QuickBooks’

3). You will get a Connection Certificate popup in QuickBooks, Select ‘Yes always allow access even if QuickBooks is not running’ and under ‘Login as’ select ‘Admin’. Click on Yes for the confirmation popup.

4). Click on Continue and Done

5). In the Webgility Extension you will get a Successfully connected popup, click on OK and Save & Close.

6). After trying the above solutions, if you still face QuickBooks connection issues, please feel free to contact Webgility support at support@webgility.com