How to Resolve “Could Not Get the Name QuickBooks Company File” Error After Webgility Desktop Update
This article helps Webgility Desktop users resolve scheduler issues encountered during a Webgility Desktop version update, where orders do not post and an error message like “could not get the name QuickBooks company file” appears.
Steps to Resolve
1. Update Webgility Desktop
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Launch Webgility Desktop.
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Navigate to Help and click on Check for Updates.
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Follow the prompts to complete the installation.
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Once updated, relaunch Webgility Desktop.
2. Verify Scheduler Settings
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In Webgility, go to Connections > Get Latest Data & Settings and download both QuickBooks and Store data.
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On the Webgility Dashboard, locate the Scheduler icon in the upper right corner.
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Click the small arrow next to the Scheduler icon to view settings.
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Also, verify the frequency and timing for each enabled task.
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After confirming, click Save.
3. Check QuickBooks Company File Connection
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Navigate to Connections go to Accounting and click on Edit Connection.
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Then Click Test QuickBooks Connection.
Ensure the following:
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Webgility is connected to the correct QuickBooks company file.
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QuickBooks and Webgility are running on the same machine with the company file open.
- QuickBooks is running in Single User Mode with the Admin Credentials.
If the connection still fails:
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Open QuickBooks in Single User Mode using Admin credentials.
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Go to Edit go to Preferences and click on Integrated Applications.
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Remove the Unify certificate, then click Save.
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Return to Webgility and retest the QuickBooks connection, this will regenerate the QuickBooks certificate for Webgility Desktop which we just removed.
4. Post Orders to QuickBooks
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Go to the New Orders tab in Webgility.
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Right-click on the order you want to sync and choose Schedule for Accounting.
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The order will move to the Scheduled tab.
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Allow the Scheduler to process and sync the order with QuickBooks.