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Verify QuickBooks Connection & Company File

This article helps Webgility Desktop users verify and re-establish the connection between Webgility Desktop and QuickBooks Desktop. Disconnections can occur for various reasons, such as changes in the company file path or QuickBooks Desktop software settings. The guide provides step-by-step instructions for checking the QuickBooks Desktop company file location, verifying the file path, and testing the connection within Webgility Desktop. Ensuring a proper link between the two systems is essential for accurate data sync and uninterrupted accounting operations.

Step-by-Step Guide

1. Open Accounting Connections Settings in Webgility

  • Navigate to Connections go to Accounting/POS/ERP and click on Edit Connection.

2. Check QuickBooks Company File Location

  • Select your current QuickBooks Software Version and type.

  • Verify the selected QuickBooks Company File and Path.

  • Check the QuickBooks File Mode & Connection Mode

3. Verify File Path in QuickBooks

  • Open your QuickBooks Desktop application

  • Press F2 or Ctrl + 1 to open the Product Information window

  • Locate the Company File Location and compare it to the path shown in Webgility

✅ If the paths match: The file is correctly linked
❌ If the paths don’t match:

  • Copy the correct file path from QuickBooks

  • Paste it into Webgility’s QuickBooks Company File field

4. Test the Connection

  • Click on Test QuickBooks Connection

  • If the connection is successful, proceed to the next step

5. Save and Exit

  • Click Save to confirm the connection

  • Close the settings window — Webgility Desktop is now connected to QuickBooks.