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 Resolving SQL Access Issues During Webgility Desktop Migration

This article helps Webgility Desktop users install or migrate Webgility Desktop. It outlines key steps to ensure the successful configuration of SQL Server and QuickBooks connections. Users can learn how to resolve common SQL Server access issues, restore Webgility backups, and optimize overall performance post-migration to maintain a smooth and reliable workflow.

🔷 Overview

During installation or database migration, users may face issues like:

  • "CREATE DATABASE permission denied in database 'master'"

  • SQL connection or login failures

  • Missing or unrecognized SQL instance

  • Webgility slowing down or becoming unresponsive

These typically stem from insufficient SQL permissions, failed SQL setup, or improper database restoration.

🔶 Common Symptoms

  • Webgility cannot create or detect a database

  • SQL Server fails to install or configure

  • The existing SQL instance doesn’t appear in the dropdown

  • Webgility performance drops significantly after migration

🔶 Root Causes

  • SQL Server installed without admin permissions

  • Webgility installer cannot access or configure SQL

  • Database backup file was not restored correctly

  • SQL Services not set to run automatically

🔷 Step-by-Step Resolution

🔹 Step 1: Manually Install SQL Server

If automatic installation fails:

  1. Download SQL Server 2022 Express from Microsoft:
    https://www.microsoft.com/en-us/sql-server/sql-server-downloads

  2. Launch the installer and choose Custom Installation.

  3. Use instance name: UNIFY (or UNIFYNEW if reinstalling).

  4. Select Mixed Mode Authentication:

    • Username: sa

    • Password: Webgility2011

  5. Ensure all SQL Services are set to Automatic Start.

 Refer to full SQL Server installation instructions [Insert actual internal link]

🔹 Step 2: Launch Webgility Desktop

  • Open Webgility Desktop.

  • If prompted for database configuration, continue with Step 3.

🔹 Step 3: Connect to an Existing SQL Server

  1. Select: Connect Webgility database to an existing SQL Server

  2. Use: Browse for More (wait 2–3 minutes for SQL instances to load)

  3. Choose your SQL instance (e.g., YourPC\UNIFY)

  4. Enter login credentials:

    • Username: sa

    • Password: Webgility2011

  5. Click Connect

🔹 Step 4: Restore the Database Backup

  1. When prompted, locate your .bak file from the previous setup.

  2. Click Open and wait for the restore process to complete.

  3. A success message will confirm the restore.

🔹 Step 5: Run the Database Upgrade Utility

  1. Close Webgility Desktop.

  2. Navigate to: C:\Webgility\UnifyEnterprise

  3. Run: UnifyDBUpgrade.exe

  4. Wait for the “Success” confirmation window.

  5. Relaunch Webgility and verify that your data has loaded correctly.