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Troubleshooting Guide for QuickBooks Online and QuickBooks Desktop Connection Issue with Webgility Online

Troubleshooting Guide for QuickBooks Online and QuickBooks Desktop Connection Issue with Webgility Online

Connecting Webgility and QuickBooks is essential for smooth data exchange between the two platforms. However, it's important to note that the connection between QuickBooks and Webgility may occasionally experience disruptions and require reconnection.

 

Webgility Online integrates with QuickBooks Desktop (Pro/Premier/Enterprise) and QuickBooks Online.

Let us walk you through troubleshooting steps for resolving QuickBooks connection issues with Webgility Online.

 

1). Connection issues with QuickBooks online

A). To reconnect QuickBooks Online with Webgility Online after an authentication certificate expiration or any other authentication-related changes in QuickBooks, follow these steps:

  • Log in to Webgility Online and go to Settings> Connection.

  • Disconnect QuickBooks and then reconnect it.

B). When reconnecting to QuickBooks Online, ensure that you are reconnecting to the same company file. If you're unsure, you can take screenshots of the settings under Settings> Accounting. Then, select "Yes" for confirmation.

 

C). After disconnecting QuickBooks, click on the "Add Accounting" button.

 

D). Click on "Connect to QuickBooks," and you will see a permission popup. Click on "Connect," and the data will start downloading. Finally, click on the "Let's Go" button.

 

Refer to the below GIF for steps to reconnect to QuickBooks

 

 

 

2). Connection issues with QuickBooks Desktop.

If you're experiencing connection issues between the Webgility Desktop Extension and QuickBooks Desktop, please follow the steps below to fix them:

 

A). Reinstall the Webgility Desktop Extension using the article provided at;
​Update Your Webgility Desktop Extension, and then test the QuickBooks connection.

 

B). When logging into the Webgility Desktop Extension, ensure that you use the same credentials you use to log in on unify.webgility.com.

 

C). To test the QuickBooks connection, follow these steps:

  • Log in to QuickBooks in Single-User mode with admin credentials.

  • Press the F2 button, copy the company file location, and close the Product Information popup.

D). Right-click on the Webgility Desktop Extension icon from the system tray, remove the old location, paste the new one, and click on ‘Connect to QuickBooks’.Once connected, you will receive a ‘Successfully connected to QuickBooks’ popup. Click on ‘Save & Close’.

 


​If you encounter a “COM Class” error when connecting to QuickBooks, follow this next step. If not, please proceed to the next step:
​

 

3). Connect Webgility Desktop Extension to QuickBooks Desktop:

A). Close the Webgility Desktop Extension and QuickBooks. Then, go to the C drive> Webgility> UnifyExtension. Locate ‘Unify MergeModule’, right-click on it, and select Install.

 

B). Open the connection window in the Webgility Desktop Extension and click on ‘Connect to QuickBooks’.

 

C). When a Connection Certificate popup appears in QuickBooks, select ‘Yes, always allow access even if QuickBooks is not running’. Under ‘Login as’, select ‘Admin’. Click ‘Yes’ to confirm.

 

D). Click on 'Continue' and then 'Done'.

 

E). In the Webgility Desktop Extension, a 'Successfully connected' popup will appear.

 

F). Click on 'OK' and then 'Save & Close'

 

Refer to the below GIF for steps to connect Webgility Desktop Extension to QuickBooks;

 

 

Still need help?

If you have any questions or need more help, please contact our support team.