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Troubleshooting Multiple Company File Connection Issues in Webgility Desktop

This article helps Webgility Desktop users in addressing connection errors between Webgility Desktop and QuickBooks Desktop Enterprise that occur when multiple company files are open simultaneously. It provides troubleshooting steps to resolve issues arising from this setup and restore proper integration.

Overview

When connecting Webgility Desktop to QuickBooks Desktop (QBD), errors can occur if multiple company files are open in QBD. This article provides a troubleshooting guide for resolving connection issues related to this scenario.

Common Error Scenario

  • Symptom: Users unable to connect Webgility Desktop to QuickBooks Desktop; receives connection error message.
  • Suspected Cause: More than one company file is open in QuickBooks Desktop simultaneously, or the wrong file is selected.

Step-by-Step Troubleshooting Guide

1. Confirm Error Details

  • Review the reported error message.

2.  Check Company Files

  • Close all open company files in QuickBooks.
  • Ensure only the intended company file required for the Webgility Desktop connection is open.

3. Verify File Location

  • Confirm the correct file path of the intended QuickBooks company file.
  • Compare the file path in QuickBooks with the file path specified in Webgility Desktop connection settings.

4. Attempt Reconnection

  • Reconnect Webgility Desktop to the single, open QuickBooks company file.
  • Observe whether the connection is now successful.

5. Additional Troubleshooting

If the issue persists:

  • Confirm QuickBooks is running as an administrator (especially if on Windows).
  • Ensure both Webgility Desktop and QuickBooks Desktop are up to date.
  • Check for any QuickBooks application prompts (e.g., ask to grant access for third-party apps).

6. Confirm Resolution

  • Perform a workflow task (e.g., import or export) to validate the connection.

Best Practices and Notes

  • Only one QuickBooks company file should be open when connecting external applications.
  • Accurate file path matching is critical for third-party integrations.
  • If recurring, consider QuickBooks Desktop updates or a review of third-party integration permissions.