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The QuickBooks administrator must grant permission for an automatic login through the Integrated Application preferences. If such permission is already granted, save preferences and then grant the permission again.

This article helps Webgility Online users understand and resolve the error message indicating that QuickBooks administrator permission is required for automatic login through Integrated Application preferences. This issue occurs when the Webgility Extension is unable to automatically access the QuickBooks company file due to missing or insufficient permissions. Even if permissions were previously granted, QuickBooks may require the administrator to re-save or reauthorize the connection. As a result, Webgility cannot establish a secure connection until the Integrated Application settings are refreshed. The article guides users through logging into QuickBooks as the Admin, removing the old Webgility certificate, and re-establishing the connection to ensure the Webgility Extension can log in automatically and function properly.

Error Message:

This application is unable to log into this QuickBooks company data file automatically. The QuickBooks administrator must grant permission for an automatic login through the Integrated Application preferences. If such permission is already granted, save preferences and then grant the permission again.

 

Cause of the issue:

This issue typically arises when the Webgility Extension application is unable to automatically log into the QuickBooks company data file due to insufficient permissions. The QuickBooks administrator must enable automatic login through the Integrated Application preferences for the Webgility Extension application to connect properly.

 

Steps for Fix:

  1. Launch QuickBooks Desktop application on the machine running Webgility Extension and login to the company file as Admin & ensure to switch your QuickBooks to single-user mode for the time being.

  2. In QuickBooks Desktop, navigate to Edit> Preferences> Integrated Application> Company Preferences> Select “Unify_Extension”> click Remove> OK.

  3. Once you have removed the old connection certificate then reconnect the Webgility Extension to the QuickBooks. Follow the steps in this helpful article to reconnect QuickBooks with Webgility Extension : How to Check if Webgility Online is Connected to QuickBooks Desktop