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Fixing Connection Issues Between Webgility Desktop and QuickBooks Desktop After Database Migration

This article helps Webgility Desktop users resolve connection issues between Webgility Desktop and a QuickBooks Desktop company file after moving Webgility Desktop to a new server. It provides step-by-step instructions to ensure the new server has the proper permissions and access to reconnect successfully.

Why This Happens:

The new server likely doesn’t have the proper file path or permission to access the QuickBooks company file. Until this is resolved, Webgility Desktop won’t be able to connect to QuickBooks.

Step-by-Step Instructions to reconnect the QuickBooks company file:

  1. Open Webgility Desktop.
    Go to Connections > Accounting/POS/ERP > Add Connection.

  2. Select QuickBooks Enterprise.
    Choose QuickBooks Enterprise from the drop-down list.

  3. Open Your QuickBooks Company File.
    Log in to your company file as the Admin user in single-user mode.

  4. Find the Company File Location.
    Press F2 or Ctrl + 1 in QuickBooks to open the Product Information window.
    Copy the File Location path listed there.

  5. Enter the File Location in Webgility.
    Go back to Webgility Desktop and paste the path into the Company File Location field.
    Click Connect to QuickBooks.

  6. Approve the Connection in QuickBooks.
    When prompted, approve the Application Certificate in QuickBooks to grant Webgility access.

  7. Continue Setup in Webgility.
    Click Continue to proceed to Order Processing Settings.
    Configure your basic preferences.

  8. Save and Finish.
    Save your settings to complete the connection setup.