Webgility can't access QBs, please make sure QuickBooks is running and there is no notification window open and then try again
Overview:
Ensure a seamless connection between Webgility and QuickBooks by making sure there are no open pop-up windows or dialogue boxes in QuickBooks. Any such pop-ups may result in encountering an error.
Error Message:
Webgility can't access QBs. Please make sure QuickBooks is running and there is no notification window open and then try again.
Troubleshooting Steps:
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Ensure that QuickBooks is logged in with the Admin user.
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No pop-up windows are open.
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Verify that the open QuickBooks company file is the one selected in Webgility Desktop.
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If QuickBooks was previously connected, proceed to remove the certificate in QuickBooks by following the steps below:
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Click Edit >> Preferences >> Integrated Applications
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Select Unify Enterprise and click remove and save.
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Once done, please re-connect the QuickBooks and allow access to the QuickBooks certification window. Follow this article to Regenerate QuickBooks Certificate
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You should be connected to Quick Books Desktop
If the issue persists, please feel free to open a chat with Support.