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Resolve Connection Issues with QuickBooks Point of Sale and Webgility Desktop

Resolve Connection Issues with QuickBooks Point of Sale and Webgility Desktop

This help article is designed to guide you through troubleshooting and resolving issues that may be hindering your ability to establish a connection with QuickBooks Point of Sale.

Here are some common issues and steps to address QuickBooks Point of Sale Connection Issues:

1). Verify QuickBooks Company File Information

To ensure a successful connection with QuickBooks Point of Sale, you need to verify the information associated with your QuickBooks company file in the Webgility Desktop application:

  • Navigate to "Integrations> Accounting> Edit Connection" within Webgility Desktop.

Navigate to "Integrations> Accounting> Edit Connection" within Webgility Desktop.

  • Confirm that the top option indicates "QuickBooks Point of Sale."

Confirm that the top option indicates "QuickBooks Point of Sale."

  • Check that the company data file name in Webgility Desktop matches exactly what appears when you are logged into QuickBooks Point of Sale.

Check that the company data file name in Webgility Desktop matches exactly what appears when you are logged into QuickBooks Point of Sale.

  • Ensure that the QuickBooks Point of Sale company file is located on the computer chosen and that the computer name matches exactly.

Ensure that the QuickBooks Point of Sale company file is located on the computer chosen and that the computer name matches exactly.

  • Next, confirm that you have selected the correct version of QuickBooks Point of Sale from the drop-down menu.

Next, confirm that you have selected the correct version of QuickBooks Point of Sale from the drop-down menu.

  • If everything is correct then after verifying all information, then consider reinstalling the merge module. The installer can be found under C:/Webgility/Unify Enterprise/WebgilityMergeModule. Close Webgility Desktop and Scheduler (if running) and then right-click on this installer and open. Once the installation is complete launch Webgility Desktop again and test the connection.

If everything is correct then after verifying all information, then consider reinstalling the merge module. The installer can be found under C:/Webgility/Unify Enterprise/WebgilityMergeModule. Close Webgility Desktop and Scheduler (if running) and then right-click on this installer and open. Once the installation is complete launch Webgility Desktop again and test the connection.

2). QuickBooks Hosting Providers

If your QuickBooks company file is hosted with a provider such as Rightworks (Right Networks) or Summit Hosting and you are experiencing QuickBooks Point of Sale connection issues, it is recommended to contact your hosting provider's customer support. They may have specific procedures or requirements for connecting to QuickBooks Point of Sale in their hosted environment. Learn more about working with Rightworks for QuickBooks Point of Sale here.

Additional Resources

If you're looking for more guidance on connecting QuickBooks Point of Sale, we have a video resource available to assist you. You can watch the video here. This video provides a step-by-step demonstration of the connection process.

If you've followed the steps above and are still encountering problems with connecting QuickBooks Point of Sale in Webgility Desktop, don't hesitate to reach out to Webgility support for further assistance.

Our support team is dedicated to helping you resolve any connection issues and ensuring that you can use QuickBooks Point of Sale effectively for your business. Your success is our priority, and we're here to support you every step of the way.