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How to Fix Connection Issues Between Webgility Desktop and QuickBooks Desktop on Add-On Machines

This article helps Webgility Desktop users resolve connection issues between Webgility Desktop and QuickBooks Desktop on an add-on machine in the same network. It provides steps to ensure proper application access permissions, firewall settings, and QuickBooks multi-user mode configuration, restoring stable integration with connected sales channels.

Causes of Issues

Webgility Desktop may fail to connect to QuickBooks on an Add-on due to:

  • Multi-user mode misconfiguration in QuickBooks

  • Missing application permissions under QuickBooks Integrated Applications

  • Windows firewall or third-party security software blocking the connection

  • QuickBooks Database Server Manager not running or misconfigured

Step-by-Step Instructions

1. Enable QuickBooks Multi-User Mode

  • On the host PC, open QuickBooks Enterprise.

  • Go to File > Utilities.

  • Make sure Host Multi-User Access is selected.

  • On secondary PCs, ensure the option says Host Multi-User Access (not Stop Hosting...).

2. Update Application Permissions in QuickBooks

  • Login as Admin in QuickBooks and switch to Single-User Mode.

  • Go to Edit > Preferences > Integrated Applications > Company Preferences.

    • Select Unify_Enterprise and click Remove, then OK.

  • In Webgility Desktop, navigate to Integrations > Accounting/POS/ERP > Edit Connection.

  • Confirm the correct company file is selected, then click Test QuickBooks Connection.

  • Ensure QuickBooks is open with no pop-up windows before proceeding.

  • When prompted in QuickBooks, choose:

    • Yes, always; allow access even if QuickBooks is not running

    • Set Login as: Admin, then click Continue.

  • Click Done to complete the authorization.

  • Once connected, click OK, then Save in Webgility.


3. Adjust Windows Permissions and Firewall

  • Right-click both QuickBooks and Webgility Desktop shortcuts > Run as Administrator.

  • Open Control Panel > Windows Defender Firewall > Allow an app or feature.

  • Make sure both applications are checked for Private networks.

  • Review any third-party antivirus/firewall software for blocking rules.

4. Verify QuickBooks Database Server Manager Setup

  • On the host computer, open QuickBooks Database Server Manager.

  • Ensure the folder containing your company file is listed.

  • If not, add the folder and allow it to scan.

  • Restart the QBDBSM service.

5. Test Webgility-QuickBooks Connection

  • On the secondary PC, open Webgility Desktop.

  • Attempt to connect to QuickBooks.

  • Confirm if the connection is successful.

Notes

  • Regularly verify the Integrated Application settings in QuickBooks after updates.

  • Avoid unnecessary permission changes that can interrupt QuickBooks-Webgility connectivity.

  • Maintain admin credentials on all systems for full functionality.

Summary

To ensure Webgility Desktop connects successfully to QuickBooks Enterprise from a secondary PC, validate QuickBooks permissions, Windows firewall settings, and confirm proper multi-user mode configuration. These steps help eliminate permission-based errors and restore stable sales channel connectivity.