Troubleshooting Guide for QuickBooks Online Connection Issue With Webgility Desktop
Webgility and QuickBooks need to be connected properly to ensure seamless data exchange between Webgility and QuickBooks. However, sometimes the connection between QuickBooks and Webgility breaks which will need to be fixed.
Resolution: To fix the QuickBooks online connection issue, just follow the below steps:
Step 1: Open Webgility and go to “Integration”, “Accounting”, “Edit connection”, then click on “Disconnect QuickBooks”. You will get a confirmation popup, click on “Yes”. A popup will appear saying “Successfully disconnected”.Click on “OK”
The above GIF shows the step 1.
Step 2: Now click on the “Connect to QuickBooks” button.
Step 3: It will take you to a browser where you can log in to QuickBooks and if you are already logged in then just select the company file and authenticate the app by clicking on the “Connect” button, you will get a connection successful popup.
Note: If a QuickBooks online account is already logged in on your browser and you want to connect to a different account then first log out of that account from the browser
The above GIF shows the step 3.
Step 4: Now go back to Webgility, you will see the company file name that you have connected.
Step 5: Click on “Save” in Webgility. You will get a popup asking to configure posting settings then select ‘No’ and close the connection screen.
The above GIF shows the step 5.
Note: If you have connected to a different company file than the one that was earlier connected then please reconfigure the posting settings under “Integration”, “Accounting” then click on “Posting settings”.
If you have any questions or need more help, please contact our support team.