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.

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.

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