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How to Connect Webgility Desktop to Your QuickBooks Pro, Premier, Enterprise & POS

This article helps Webgility Desktop users set up or copy an existing accounting, POS, or ERP connection within Webgility Desktop. It guides users through connecting to QuickBooks Pro, Premier, Enterprise, or QuickBooks Point of Sale, including necessary login permissions and system settings. The article also explains how to handle application certificates, review default order processing settings, and copy shipping configurations from other sales channels. Its purpose is to ensure users can successfully connect their systems and begin syncing data between Webgility and their accounting or POS solution.

Overview:

When setting up a connection to QuickBooks Pro, Premier, or Enterprise (ENT) in Webgility Desktop, the steps may vary depending on whether you're connecting your first sales channel or adding another one. 

Scenario 1: Connecting Your First Store

If this is your first sales channel integration, you’ll need to start from scratch and manually configure the connection to QuickBooks Pro/Premier/ENT/POS.

Follow the steps in this helpful article on: How to Connect Webgility Desktop with QuickBooks Pro/Premier/ENT 

Follow the steps in this helpful article on: How to Connect Webgility Desktop with QuickBooks POS

Scenario 2: Adding an Additional Store

If you've already connected a store and are adding another, you can copy the connection and settings from an existing QuickBooks Pro/Premier/ENT/POS integration.

Navigate to Integrations> Accounting/POS/ERP> Add Connection

Would you like to use your existing Accounting/POS/ERP software connections?  > Select "Yes"

Use the connection from this store > select the store profile from which you want to copy the configuration

Make sure the check box is enabled for "Copy all accounting settings"

Click on "Next" and then "Save" and wait for the process to complete.