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Troubleshooting Webgility Connection Issues with QuickBooks Due to Admin Rights

This article helps Webgility Desktop troubleshooting connection issue between Webgility Desktop and QuickBooks Premier 2020. It is intended for users facing integration failures due to permission-related conflicts. The solution involves running both applications as administrator to restore proper connectivity.

Summary

This article documents the resolution of a recurring connection issue between Webgility and QuickBooks Premier 2020. Running both applications as administrator addressed permission issues and re-established the connection.

Issue Description

  • Symptom: Webgility unable to connect to QuickBooks Premier 2020.
  • Probable Cause: Permission conflicts when launching applications under standard user roles.

Prerequisites

  • Access to the affected workstation
  • Administrative credentials for Windows

Troubleshooting Steps

1. Verify User Permissions

Ensure the Windows user account has administrator privileges or has access to run applications as administrator.

2. Close Both Applications

  • Exit both Webgility and QuickBooks Premier 2020 completely before proceeding.

3. Launch Applications as Administrator

Repeat these steps for each application:

  1. Right-click the application's desktop shortcut (Webgility, then QuickBooks Premier 2020).
  2. Select Run as administrator from the context menu.
  3. Approve the User Account Control (UAC) prompt if it appears.

Tip: If the issue is frequent, you can set the applications to always run as administrator:

  • Right-click the shortcut > Properties > Compatibility tab > check Run this program as an administrator > OK.

4. Attempt to Reconnect Webgility to QuickBooks

  • Open both applications as administrator.
  • Initiate the connection or sync process from Webgility.
  • Confirm that the link between Webgility and QuickBooks is established successfully.