Skip to content
  • There are no suggestions because the search field is empty.

Troubleshooting QuickBooks Desktop & Webgility Desktop Connection Issues

This article helps Webgility Desktop users troubleshoot and resolve connection issues between QuickBooks Desktop and Webgility Desktop. It guides users through the steps needed to restore connectivity and ensure successful order downloads and postings.

Overview

This KB article details the steps to troubleshoot and resolve connection issues between QuickBooks Desktop and Webgility Desktop. This process ensures orders are downloaded and posted successfully after resolving connectivity problems.

Common Causes of Connection Issues

  • Outdated Webgility Desktop application
  • Changes to QuickBooks company file location
  • Disconnected or improperly configured connection settings
  • QuickBooks not running or not open in the correct mode
  • QuickBooks version incompatibility with Webgility Desktop

Step-by-Step Troubleshooting

1. Check for Webgility Desktop Updates

  • Launch Webgility Desktop.
  • Navigate to Help > Check for Updates.
  • If an update is available, follow the prompts to upgrade to the latest version.

2. Confirm QuickBooks Version Compatibility

  • Verify the installed QuickBooks Desktop version is supported by your current Webgility Desktop application.
  • You can find a list of supported QuickBooks versions in the Webgility System Requirements
  • If an unsupported QuickBooks version is present, uninstall it and install a supported version.

3. Confirm QuickBooks File Location

  • Check if the QuickBooks company file location has changed recently.
  • In Webgility, go to Connections > Accounting/POS/ERP > Edit Connection and verify the company file path.
  • If the file location has changed, update the path in Webgility to the new location.
  • Ensure that the company file is maintained in a single, accessible location, such as a shared network or Q drive, especially if multiple computers access it.

4. Re-establish QuickBooks Connection

To re-establish the connection between Webgility Desktop and QuickBooks Desktop:

  • Close both QuickBooks and Webgility Desktop on all computers involved.
  • Open QuickBooks first, and log in as an Admin user in Single-User Mode.
  • Verify the correct company file is open, particularly if multiple files or network locations are used.
  • Open Webgility Desktop.
  • In Connections >  Accounting/POS/ERP > Edit Connection, click Test QuickBooks Connection.
  • Accept any application certificate pop-ups in QuickBooks (select Yes, always when prompted).
  • If using multiple computers, repeat this process for each computer accessing the shared company file.

5. Verify Connection

  • In Webgility Desktop, attempt to Post to QuickBooks to ensure sync is working, if you do not have an order to post, you can download the accounting data under Connection > Get Latest Data and Settings.
  • Monitor for any errors during the process. If successful, connection is restored.

6. Additional Troubleshooting

  • Ensure both applications are running as administrator (right-click the desktop icon and select Run as administrator).
  • Check for third-party security software or firewall rules that may block connectivity.
  • Restart both programs and repeat steps above if needed.