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Regenerate QuickBooks Certificate

This article helps Webgility Desktop users troubleshoot connection issues between Webgility Desktop and QuickBooks Desktop caused by outdated or missing QuickBooks Desktop integration certificates. It provides step-by-step instructions to regenerate the certificate and restore the connection.

Steps to re-generate QuickBooks Certificate:

  • Log in to QuickBooks as an Admin, and temporarily switch QuickBooks to Single-User Mode.

  • In QuickBooks Desktop, go to the Edit menu, select Preferences, then open the Integrated Applications section. Under Company Preferences, find and select “Unify_Enterprise”, click Remove, then select OK to confirm.

Remove QBE cerificate

  •  In QuickBooks Desktop Press F2 or Ctrl + 1 to open the Product Information window and copy the company file location and then click on OK

  • Navigate to Webgility Desktop

  •     Go to   Connections > Accounting/POS/ERP > Edit Connection

  •     Paste the company file location in the required field and then click on Test QuickBooks Connection

WD Connection

  • After testing the connection, you will receive an Application Certificate popup in QuickBooks. You will need to select Yes, always; allow access even if QuickBooks is not running, select "Admin" from the dropdown for "Login as" & Click Continue.

  •  Click "Done" on the next pop-up window, Once connected successfully, you will receive a message stating that you are successfully connected to QuickBooks. Click "OK" then "Save"

WD Connection1