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How to Connect Webgility Desktop to QuickBooks Online

This article guides Webgility Desktop users on connecting Webgility Desktop to QuickBooks Online after setting up their sales channel.

Once your sales channel is connected to Webgility Desktop, you will be prompted to connect your accounting software.

Steps To Connect QuickBooks Online.

  • In Webgility Desktop navigate to Connections go to Accounting, then click on Add Connection.
  • Select QuickBooks Online for Accounting / POS / ERP.

    Note: If you're connecting QuickBooks Online/Desktop for your Second Sales Channel in Webgility Desktop, Webgility will give you an option to copy sync settings over from one of your connected Sales Channels.
  • Click the Connect to QuickBooks option in the bottom-left corner of the screen. This will the launch the browser and open the QuickBooks Online login page.

  • Enter your QuickBooks Online admin User ID and Password. Then select the appropriate company file should there be multiple company files created in QuickBooks.
  • Once the connection is successful and the data download is complete, you will get receive notification of a successful connection.
  • Return to the Webgility Desktop application and click Next.

  • You will be redirected to the Order Processing Settings. Here make the appropriate selections to configure your basic settings then click Continue.