How Multiple Open QuickBooks Files Cause Errors in Webgility Desktop and How to Avoid Them
This article helps Webgility Desktop users understand and prevent issues that arise when multiple QuickBooks Desktop company files are open while using Webgility Desktop. Since Webgility Desktop supports connection to only one company file at a time, having the wrong file open can lead to order posting failures, inventory sync errors, and data inconsistencies.
Overview:
Webgility Desktop supports connection to only one QuickBooks Desktop company file at a time. Running multiple company files simultaneously—or having a different company file open than the one linked in Webgility—can cause critical issues such as order posting failures, inventory sync errors, and data inconsistencies.
Key Recommendations
Always keep only the QuickBooks Desktop company file that matches the active store profile in Webgility Desktop open.
Close any other QuickBooks company files before working with Webgility to prevent conflicts.
Verify that the company file path configured in Webgility matches the actual QuickBooks company file location.
How to Verify & Update Your QuickBooks Company File Path in Webgility
Check Your QuickBooks Company File Path:
1. In QuickBooks Desktop, press F2 or Ctrl + 1.
2. In the Product Information window, locate the File Information section.
3. Copy the full Location path of your company file.
Compare and Update in Webgility:
1. Open Webgility Desktop.
2. Navigate to Connections > Accounting/POS/ERP.
3. Click Edit Connection for your QuickBooks integration.
4. Check the saved company file path.
5. If it differs from the path copied from QuickBooks, replace it with the correct path.
Reconnect and Test:
1. Click Test Connection to verify the updated path.
2. Save the settings once the test is successful.
Handling Multiple or Incorrect Company Files
1. If you have multiple QuickBooks company files open or the wrong company file open, close all QuickBooks windows.
2. Open only the company file that corresponds to the active Webgility store profile.
3. Test the connection again in Webgility Desktop to confirm proper integration.
Following these steps ensures a smooth and error-free integration between Webgility Desktop and QuickBooks Desktop, maintaining data accuracy across order posting, inventory sync, and reporting.