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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.


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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