Skip to content
  • There are no suggestions because the search field is empty.

How to Resolve Sales Channel and QuickBooks Point of Sale Connection Issues in Webgility Desktop

This article helps Webgility Desktop users troubleshoot and resolve connection issues with their sales channels or QuickBooks Point of Sale, ensuring stable integration critical for smooth e-commerce operations.

Overview

Encountering difficulties when trying to establish a connection can be a roadblock in your e-commerce operations. This article is designed to guide you through troubleshooting and resolving issues that may be preventing you from successfully connecting your sales channel or QuickBooks Point of Sale.

Part 1: Resolve Sales Channel Connection Issues

Method 1: Test Sales Channel Connection

It's important to verify that Webgility Desktop can successfully communicate with your sales channel. The example here uses Shopify, but the steps are similar for other sales channels.

  1. In Webgility Desktop, navigate to Connections > Sales Channels and go to Manage Sales Channels.
  2. Click on the Edit icon (pencil) under the Action column for your sales channel, and then click on Connect to Shopify (or your specific sales channel).
  3. You will be redirected to your sales channel's login page (e.g., Shopify Login Page). Enter your Admin Credentials and log in.
  4. Once you’re logged in, Webgility Desktop should display a ‘Successfully Connected’ prompt.

Method 2: Add Exceptions for Webgility Desktop in Antivirus/Malware Programs

Sometimes, antivirus or malware software can interfere with the connection process by mistakenly flagging Webgility Desktop as a security threat. Adding exceptions can prevent this.

  1. Open your antivirus or security program.
  2. Look for the specific setting that allows you to add exceptions or exclusions.
  3. Add the entire Webgility Desktop installation path: C:\Webgility.
  4. If possible, you can also include the following executable files from the location C:\Webgility\UnifyEnterprise:
    • Unify.exe
    • UnifyScheduler.exe
    • UnifySchedulerService.exe
  5. Once you have finished adding the exceptions, restart Webgility Desktop.

Adding Webgility Desktop to your antivirus exemption list can prevent it from being mistakenly flagged as a security threat, which can hinder the connection process.

Additional Resources

If you're looking for more guidance on sales channel connections, you can find video resources on this topic. Check out the videos on sales channel connections here. These videos provide step-by-step demonstrations of the connection process.

Part 2: Resolve Connection Issues with QuickBooks Point of Sale and Webgility Desktop

This help article is designed to guide you through troubleshooting and resolving issues that may be hindering your ability to establish a connection with QuickBooks Point of Sale.

Here are some common issues and steps to address QuickBooks Point of Sale connection issues:

1. Verify QuickBooks Company File Information

To ensure a successful connection with QuickBooks Point of Sale, you need to verify the information associated with your QuickBooks company file within the Webgility Desktop application:

  • Navigate to Integrations > Accounting > Edit Connection within Webgility Desktop.
  • Confirm that the top option indicates "QuickBooks Point of Sale."
  • Check that the company data file name in Webgility Desktop matches exactly what appears when you are logged into QuickBooks Point of Sale.
  • Ensure that the QuickBooks Point of Sale company file is located on the correct computer chosen and that the computer name matches exactly.
  • Next, confirm that you have selected the correct version of QuickBooks Point of Sale from the drop-down menu.
  • If everything is correct after verifying all information, then consider reinstalling the merge module. The installer can be found under C:/Webgility/Unify Enterprise/WebgilityMergeModule. Close Webgility Desktop and Scheduler (if running), then right-click on this installer and open it. Once the installation is complete, launch Webgility Desktop again and test the connection.

2. QuickBooks Hosting Providers

If your QuickBooks company file is hosted with a provider such as Rightworks (Right Networks) or Summit Hosting and you are experiencing QuickBooks Point of Sale connection issues, it is recommended to contact your hosting provider's customer support. They may have specific procedures or requirements for connecting to QuickBooks Point of Sale in their hosted environment. Learn more about working with Rightworks for QuickBooks Point of Sale here.

Additional Resources

If you're looking for more guidance on connecting QuickBooks Point of Sale, we have a video resource available to assist you. You can watch the video here. This video provides a step-by-step demonstration of the connection process.

If you've followed the steps above and are still encountering problems with connecting QuickBooks Point of Sale in Webgility Desktop, don't hesitate to reach out to Webgility support for further assistance. Our support team is dedicated to helping you resolve any connection issues and ensuring that you can use QuickBooks Point of Sale effectively for your business. Your success is our priority, and we're here to support you every step of the way.