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How to Reauthorize and Restore QuickBooks Desktop Integration in Webgility Online

This article helps Webgility Online users troubleshoot QuickBooks Desktop integration issues by guiding them to capture error details, update QuickBooks Desktop, reauthorize the connection in Webgility Online, retry data downloads, and verify that all company data syncs correctly.

What’s Up

If Webgility Online can’t pull your QuickBooks Desktop data—or you see a “connection error” when you try—don’t worry! This friendly guide will walk you through the quick fixes to get your numbers syncing again.

1. Capture the Error Details

  • When the error pops up, copy the exact wording or grab a screenshot.

  • Having that precise message makes it easier to verify the fix later.

2. Bring QuickBooks Desktop Up to Date

  1. Open QuickBooks Desktop on your PC.

  2. Go to Help > Update QuickBooks Desktop.

  3. Click Update Now, install any new releases, and then restart QuickBooks.

Staying current helps avoid compatibility hiccups with the Webgility extension.

3. Reconnect the Webgility Desktop Extension to QuickBooks Desktop

  1.  Launch the Webgility Desktop extension, and from the system tray, right-click on the extension icon, then click Reconnect to QuickBooks.

  2.  It'll open a window where you can click on "connect to QuickBooks." Allow the extension to access your company file. 

  3. Make sure to approve all permission requests so Webgility can read and write data smoothly.

4. Retry Downloading Your Data

  • Back in Webgility Online, click Sync Now or Download Data under your QuickBooks extension.

  • Watch for any messages—if it completes without errors, you’re all set!

5. Double-Check Your Sync

  • Go through a few records in Webgility Online (products, customers, orders) to confirm they match QuickBooks.

  • If you still hit a snag, ensure QuickBooks is running in single-user mode and that you’re running it as an administrator.

Extra Tips for a Smooth Connection

  • Run QuickBooks as Admin: Right-click the QuickBooks icon and choose Run as administrator before reconnecting.

  • Close Other Apps: Shut down any programs that might be accessing your company file.

  • Keep a Backup: Make a fresh QuickBooks backup before major reconnections, just in case.

With these simple steps, your Webgility Online and QuickBooks Desktop will be talking again—no more download errors!