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How to Set Up Webgility Desktop on a New System: Download, Install, and Configure

This article helps Webgility Desktop users set up Webgility Desktop on a new system by guiding them through downloading, installing, configuring, and verifying the connection with QuickBooks Desktop to ensure a clean and successful setup.

 Prerequisites

Before beginning installation, make sure:

  • You have an active Webgility Desktop license.

  • Your system meets Webgility Desktop and QuickBooks Desktop's minimum requirements.

  • You have admin access to the system.

  • You have the correct company file and login credentials for QuickBooks Desktop.

Step 1: Download Webgility Desktop on the New System

  1. Log in to your Webgility Portal.

  2. Go to the Downloads section.

  3. Download the correct version of the Webgility installer.

Step 2: Install Webgility Desktop

  1. Uninstall any previous version of Webgility Desktop.

  2. Double-click the downloaded installer and follow the setup prompts.

  3. If prompted for administrator access, ensure it's granted.

  4. After installation completes, launch Webgility Desktop.

Step 3: Link Webgility to QuickBooks

🔸 For QuickBooks Desktop

  1. Open QuickBooks Desktop as an administrator and load the correct company file in Single-User Mode.

In Webgility Desktop:

1. Go to Connections > Add Connection > QuickBooks

  1. Choose QuickBooks Desktop.

  2. Follow the on-screen steps

  3. When QuickBooks prompts for permission, allow access to Webgility Desktop.

  4. Make sure the company file path is correct.

  5. Complete the connection and verify it's active.

🔸 For QuickBooks Online

In Webgility Desktop:

Go to Connections > Add Connection > QuickBooks > QuickBooks Online

  1. Sign in using your QuickBooks Online credentials.

  2. Authorize Webgility Desktop when prompted.

  3. Once connected, verify that the status is active in your Webgility dashboard.

Step 4: Troubleshoot Common Connection Issues

If you face any issues while connecting Webgility Desktop to QuickBooks Desktop/Online:

  • Confirm your system meets OS and QuickBooks compatibility requirements.

  • Disable or adjust firewall/antivirus to allow Webgility and QuickBooks communication.

  • Make sure both applications are running with the same admin privileges.

  • Delete and recreate any outdated or invalid connection profiles.

  • Check for and install pending software updates in Webgility and QuickBooks.

Step 5: Validate Order Posting

  1. Use Webgility Desktop to import or create a test order.

    Orders > Enter New Orders

  2. Post the order to QuickBooks Desktop/Online.

  3. Open QuickBooks  Desktop/Online and confirm that the order is posted correctly.