Resolving QuickBooks Desktop Connection Failures That Impact Order Posting in Webgility Desktop
This article helps Webgility Desktop users resolve issues where Webgility Desktop cannot connect to QuickBooks Desktop, leading to delays or failures in order posting or data downloads. These problems typically result from outdated software or disrupted connection settings.
Overview
If you're experiencing issues where Webgility Desktop is unable to connect to QuickBooks—such as stuck data downloads or failure to post orders—this guide will help you resolve those problems. These issues are typically caused by an outdated version of Webgility Desktop or a disrupted connection with QuickBooks.
Step-by-Step Resolution
1. Confirm Webgility Desktop Version
First, check your Webgility Desktop version:
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Go to Help > About Webgility Desktop
If you're not on the latest version:
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Navigate to Help > Check for Updates and follow the prompts to update.
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If you're unable to log in to Webgility Desktop, please download and install the latest version from: https://portal.webgility.com
After updating, restart the application.
2. Reconnect Webgility Desktop to QuickBooks
To re-establish a connection:
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Open QuickBooks and run it as an administrator.
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In Webgility Desktop, go to Connections > Accounting > Edit > Test Connection
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Follow the prompts to grant permission for the connection.
If you encounter errors while reconnecting, you can regenerate the QuickBooks certificate using this guide:
Regenerate QuickBooks Certificate
Make sure both Webgility and QuickBooks remain open during this process.
3. Test Sync Functionality
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Go to Orders > Post any order to perform a manual sync
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Try posting an order to confirm that it is syncing successfully with QuickBooks