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How to Test QuickBooks Connection in Webgility Desktop

This article helps Webgility Desktop users verify and re-establish the QuickBooks connection. It is designed for users who may be encountering issues with their QuickBooks Desktop integration or need to review and confirm their existing QuickBooks Desktop connection settings. By following the outlined steps, users can ensure that their QuickBooks company file is properly linked, the correct connection type and format settings are in place, and any required certificates are handled appropriately. The guide also includes helpful tips for troubleshooting common errors that may arise during the process.

Steps to follow:

1. Navigate to the QuickBooks Connection Settings

  • Open Webgility Desktop.
  • Go to Connections and select Accounting/POS/ERP.
  • Click on Edit Connection.

2. Test the QuickBooks Connection

  • Verify the Current QuickBooks Version & File Mode.
  • Verify that the QuickBooks company file location is correct.
  • Check the Connection Type, Date Format & Currency.
  • 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.
    • 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 further in Webgility Desktop.