Post to QuickBooks failed due to Could not get the name of the current QuickBooks Company data file.

This article helps Webgility Desktop users resolve the error 'Post to QuickBooks failed due to Could not get the name of the current QuickBooks Company data file' that may occur when posting transactions to QuickBooks Desktop. The issue is typically caused by a broken or incomplete connection between Webgility Desktop and QuickBooks Desktop, often due to outdated certificates, permission limitations, or temporary connectivity issues. This guide outlines steps to re-establish the connection and ensure seamless syncing between the two platforms.

Cause of the issue:

This error typically occurs when Webgility Desktop loses connection with QuickBooks Desktop, preventing it from retrieving the company data file name. Possible causes include a temporary disconnection between Webgility Desktop and QuickBooks Desktop, an outdated or invalid QuickBooks certificate, or permission-related issues that restrict access to the company file.

Steps to resolve:

To resolve the error "Post to QuickBooks failed due to Could not get the name of the current QuickBooks Company data file," follow these steps:

1. Verify QuickBooks Connection

At times, QuickBooks Desktop may disconnect for various reasons, requiring verification of the connection between Webgility and QuickBooks Desktop.

Follow the steps in this helpful article on:
Verify QuickBooks Desktop Connection & Company File

2. Regenerate the QuickBooks certificate

If Webgility Desktop is unable to connect to QuickBooks Desktop, we may need to re-authorize the connection by removing the existing certificate first and then regenerating it with a new connection.

Follow the steps in this helpful article on:
Regenerate QuickBooks Certificate