If you are using Magento 2 or higher, you will need to retrieve the access token located in the Admin area of Magento. Follow the below steps to retrieve the token and connect.

  1. Login to your Magento account with your admin credentials.

2. Go to Admin > System > Integration.

3. Add a new integration by clicking Add New Integration. Then insert Webgility for the name.

4. You now have two options to proceed:

Option 1: Provide All resource access to the API, by selecting from the dropdown menu under Available APIs.

Option 2: Provide Custom resource access to the API by selecting from the dropdown menu under Available APIs.

5. Activate the new Webgility integration by selecting Activate.

6. Once you select the Activate option you’ll see the permission access tab. Grant access permission by clicking Allow.

7. Copy the Access key and paste it into the notepad and then click Save.

8. The integration with Webgility will be activated once you save the access permission tab by clicking Done.

9. Go to Webgility and select Add a Store. Under the Select store field, choose the Magento 2 and Higher option.

10. Enter the Store URL and paste the Access token. Then click Connect to Magento.

11. Click Continue which will then take you to the QuickBooks connection screen.

Once there, here is your guide on How to Connect Webgility to Quickbooks.

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