1. Once your online store is connected, you will see the Connect to Accounting/POS/ERP software window. Select version of QuickBooks that you are using from the drop-down menu.

2. Launch the QuickBooks company file that you want to connect to Webgility.

3. Login to QuickBooks as the admin user and switch it to single-user mode. The admin login is required for connection purposes only. Once the connection is made and the data download is complete, you can switch back to any other user or switch to multi-user mode.

4. Press F2 or Control + 1 keys to bring up Product Information window on the screen.

5. Copy the company file location from the Product Information window, then close it.

6. Paste the copied file path to the Company file location field in the Webgility connection window. Then click Connect to QuickBooks.

7. This will open the Application Certificate in QuickBooks, and grant access to the Webgility application from QuickBooks as an admin. For Allow this application to access personal data such as Social Security Numbers and customer credit card information, select to download the customer details.

8. Once this permission is granted, click Continue to process.

9. You will be redirected to the Order Processing Settings. Configure the basic settings, then click Continue.

12. You will see a Congratulations message. Select Configure my posting settings for detailed configuration, and set rules for posting the orders to Quickbooks. Then click Go to Settings.

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