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How to Resolve QuickBooks Connectivity & Company File Relocation Issues

This article helps Webgility Desktop users resolve QuickBooks company file connectivity issues and update the company file location within Webgility Desktop. It provides step-by-step instructions for troubleshooting connection errors and changing the company file path as needed.

Part 1: Resolve QuickBooks Connectivity Issues

1. Steps to Regenerate QuickBooks Certificate:

  1. Log in to QuickBooks as an admin and switch to Single-User Mode.

  2. In QuickBooks Desktop, go to:
    Edit > Preferences > Integrated Applications > Company Preferences
    Select Unify_Enterprise, click Remove, then click OK.

  3. Open Webgility Desktop, and navigate to:
    Integrations > Accounting/POS/ERP > Edit Connection

  4. Confirm the correct QuickBooks company file is selected and click Test QuickBooks Connection.

  5. Ensure QuickBooks is open and no pop-up windows are active.

  6. When the Application Certificate popup appears in QuickBooks:

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

    • From the Login as dropdown, select Admin.

    • Click Continue.

  7. Click Done on the confirmation popup.

  8. After successful connection, a message will confirm that Webgility is connected to QuickBooks.
    Click OK, then click Save.

Part 2: Changing the QuickBooks Company File Location

Key Considerations

  • QuickBooks must be in Single-User Mode to change the file path.

  • All users must be logged out before switching modes.

Steps to Update the File Location

  1. Switch to Single-User Mode in QuickBooks

    • Have the user ensure all other users are logged out of the QuickBooks company file.

    • Switch QuickBooks to Single-User Mode.

  2. Update File Path in Webgility Desktop

    • Open Webgility Desktop.

    • Navigate to the Connections >> Accounting/POS/ERP section.

    • Update the QuickBooks Company File Location with the new file path.

  3. Test the Connection

    • Click the Test Connection button to confirm the updated file path is valid.

    • Ensure QuickBooks opens successfully and no authentication or permission issues appear.

  4. Monitor for Errors

    • If the connection test fails, recheck the file path and user access permissions.

Post-Resolution Actions

  • Confirm Webgility Desktop is syncing correctly with QuickBooks.