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.
To fix QuickBooks online connection issue, just follow the below steps:
1). Open Webgility and go to Integration> Accounting> Edit connection, click on Disconnect QuickBooks, and then click on Disconnect to QuickBooks button.
You will get a confirmation popup, click on ‘Yes’
A popup will appear saying “Successfully disconnected”, click on OK
2). Now click on the Connect to QuickBooks button.
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 ‘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
Now come back to Webgility, you will see the company file name that you have connected.
Click on Save in Webgility.
You will get a popup asking to configure posting settings then select ‘No’ and close the connection screen.
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> Posting settings.
After trying the above solutions, If you still face QuickBooks connection issue, please feel free to contact Webgility support at 877 753 5373 ext. 3. Mon to Fri 8:00 am to 5:00 pm PST or write us at support@webgility.com