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How to Troubleshoot and Fix QuickBooks Online Connection Issues in Webgility Desktop

This article helps Webgility Desktop users in resolving QuickBooks Online connection issues with Webgility Desktop. It provides clear, step-by-step instructions to diagnose and fix common connection problems, ensuring seamless integration and data synchronization between the platforms.

Overview

This article provides steps to resolve the QuickBooks Online (QBO) connection issues with Webgility.

Initial Checks

  1. Confirm Account Details: Ensure that you are using the correct QBO and Webgility accounts.
  2. Verify Connection Status:
    • Log into both their QBO and Webgility accounts.
    • Check current integration status in the Webgility dashboard (Connections > Accounting/POS/ERP > Edit Connection).

Attempt Re-connection

  1. Disconnect QuickBooks Online in Webgility:
    • Go to Connections > Accounting/POS/ERP > Edit Connection in Webgility.
    • Click Disconnect next to QuickBooks Online.
  2. Clear Browser Cache and Cookies:
    • Fully log out of both platforms.
    • Clear their browser cache and cookies, and restart the browser.
  3. Reconnect QuickBooks Online:
    • In Webgility, go to Connections > Accounting/POS/ERP > Edit Connection.
    • Click Connect and follow prompts to authenticate with QBO.
    • Ensure you are using an admin QBO account for authorization.