How to Regenerate QuickBooks Certificate for connection with Webgility Desktop
This article helps Webgility Desktop users troubleshoot connection issues between Webgility Desktop and QuickBooks Desktop caused by outdated or missing QuickBooks Desktop integration certificates. It provides step-by-step instructions to regenerate the certificate and restore the connection.
Steps to re-generate QuickBooks Certificate:
-
Log in to QuickBooks as an Admin, and temporarily switch QuickBooks to Single-User Mode.
-
In QuickBooks Desktop, go to the Edit menu, select Preferences, then open the Integrated Applications section. Under Company Preferences, find and select “Unify_Enterprise”, click Remove, then select OK to confirm.
-
In QuickBooks Desktop Press
F2
orCtrl + 1
to open the Product Information window and copy the company file location and then click on OK -
Navigate to Webgility Desktop
-
Go to Connections > Accounting/POS/ERP > Edit Connection
-
Paste the company file location in the required field and then click on Test QuickBooks Connection
-
After testing the connection, you will receive an Application Certificate popup in QuickBooks. You will need to select Yes, always; allow access even if QuickBooks is not running, select "Admin" from the dropdown for "Login as" & Click Continue.
- Click "Done" on the next pop-up window, Once connected successfully, you will receive a message stating that you are successfully connected to QuickBooks. Click "OK" then "Save"