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Resolving Webgility Desktop Order Posting Errors from Outdated QuickBooks Connection Certificates

This article helps Webgility Desktop users resolve order posting errors in Webgility Desktop caused by a missing or outdated QuickBooks Desktop connection certificate. It provides steps to remove the old certificate in QuickBooks Desktop and reconnect Webgility Desktop to generate a new one, restoring the necessary permissions for successful data posting.

Overview

If you're encountering errors while trying to post orders from Webgility Desktop to QuickBooks, the issue may be related to outdated or missing application permissions. This can often be resolved by generating a new QuickBooks certificate for the Webgility integration.

Symptoms

  • Orders fail to post from Webgility to QuickBooks.

  • The error message refers to application permissions or a certificate issue.

Steps to Resolve

1. Check the Error Message

Ensure the message specifically mentions QuickBooks permissions or certificate issues related to Webgility.

2. Verify the Certificate in QuickBooks

  1. Open QuickBooks Desktop.

  2. Go to Edit > Preferences > Integrated Applications > Company Preferences.

  3. Look for "Unify_Enterprise" in the list of authorized applications.

  4. If it's listed, remove or revoke it to clear the old certificate.

3. Reconnect Webgility to QuickBooks

  1. In Webgility Desktop, go to Connections > Accounting/POS/ERP > Edit Connection.

  2. Click on Follow the prompts to re-establish the connection.

  3. When QuickBooks prompts you for permission, choose

    Yes, always allow access even if QuickBooks is not running.

Note: Make sure you're logged in as the QuickBooks Admin while doing this.

4. Test the Connection

  • Try posting a test order from Webgility to QuickBooks.

  • Confirm that the posting completes successfully and that the error does not reappear.

Final Check

  • Perform a few additional test posts to ensure everything is working.

  • You should no longer see any permission or certificate-related messages.