How to Test QuickBooks Connection in Webgility Desktop
Learn how to test QuickBooks Connection in Webgility Desktop
Steps to follow:
1. Navigate to the QuickBooks Connection Settings
- Open Webgility Desktop.
- Go to Connections and select Accounting/POS/ERP.
- Click Edit Connection.
2. Test the QuickBooks Connection
- Verify that the QuickBooks company file location is correct.
- Click Test QuickBooks Connection.
Pro Tip:
If you encounter an error, make sure:
- The QuickBooks company file is open.
- There are no open dialog boxes in QuickBooks.
3. Handle Connection Certificate (If Required)
If you’re using QuickBooks Desktop Enterprise, Pro, or Premier and the previous connection certificate was removed:
- Log in to QuickBooks as an Admin.
- When the Application Certificate pop-up appears:
- Select: Yes, always; allow access even if QuickBooks is not running.
- For "Login as," choose Admin from the dropdown.
- Click Continue.
- Select: Yes, always; allow access even if QuickBooks is not running.
4. Confirm and Complete
- Click Done on the confirmation pop-up.
If the connection is successful, you’ll see: "Successfully connected to QuickBooks."
5. Final Steps
- Click OK.
- Then click Save to finalize your settings.
If the problem persists, contact Webgility Support for further assistance.