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Connection to Quickbooks failed! Please try again. Possible Reason: The application trying to connect to Quickbooks is not supported while multiple instances of Quickbooks are running

This article explains the “Connection to QuickBooks failed! Please try again.” error that can occur when connecting the Webgility Extension to QuickBooks Desktop. The issue typically arises when multiple instances of QuickBooks are running simultaneously or when there is a user permission mismatch between QuickBooks Desktop and the Webgility Extension. Ensuring only one QuickBooks instance is active and aligning folder-level permissions for both applications helps resolve the connection issue and restore proper integration between Webgility and QuickBooks Desktop.

Error Message:

Connection to Quickbooks failed! Please try again. Possible Reason: The application trying to connect to Quickbooks is not supported while multiple instances of Quickbooks are running. Webgility Extension

Cause of the issue:

This usually happens when there are multiple instances of the Quickbooks Desktop application running or there is a difference in the user permissions between the Webgility Extension and Quickbooks Desktop.

Steps to rectify the issue:

1). Restart QuickBooks Desktop:

  • On the affected machine, close all instances of the QuickBooks Desktop application.

  • Open Task Manager, go to the Details tab, and ensure there are no lingering QuickBooks processes.

  • Once everything is closed, relaunch QuickBooks Desktop and test the connection from the Webgility Extension.

2). Check User-Level Permissions:

  • If the issue persists, it may be due to a discrepancy in user permissions between the Webgility Extension and QuickBooks Desktop. If that's the case then follow the steps mentioned below:

    • Close both the Webgility Extension and QuickBooks Desktop completely, including the one under the Details tab in Task Manager.

    • Navigate to the C: Drive and locate the Webgility folder.

    • Right-click on the Webgility folder and select Properties.

    • Go to the Security tab, click Edit, and then Add.

    • In the Enter the object names to select text box, type Everyone, then click Check Names and OK.

    • Under Permissions for Everyone, check the box for Full Control under the “Allow” column.

    • Click Apply and OK to save the changes.

Please refer to the help article here for detailed instructions on how to execute the Unify.exe.\

 

  • Need to follow the same steps for the Webgility Extension launcher, Intuit folder (C:\Program Files\Intuit\), and the Quickbooks Desktop launcher).​

  • Once done launch Quickbooks Desktop, then Webgility Extension, and then test the connection again.