To install Webgility on additional computers, please follow the steps below:
Webgility Desktop follows a “Client Server Architecture” wherein we install the Webgility application on the server computer first and then on the add-on computers.
To use Webgility in a multi-user environment wherein the Webgility application is installed on multiple computers, remember that all Webgility users need to be on the same Local Area Network and easily accessible to each other.
It is imperative that the admin/primary computer has the Webgility application as well as the accounting software (QuickBooks Desktop) already installed and connected with each other before we start the installation process on the add-on computers.
The add-on computers should also have the QuickBooks Desktop application installed. This is a mandated requirement for the Webgility application to connect with QuickBooks Desktop on the add-on computers.
Have questions regarding installation? Use this guide.
How to get started
1. Download the Webgility installer from the downloads section of your portal on www.webgility.com and utilize this guide.
2. Double-click the downloaded installer file and install the software on your computer using the default settings.
3. Once the installation has been completed, double-click the Webgility icon on your desktop and log in using your Webgility credentials.
4. When we log in to the Webgility application for the first time, you will see a database connection window with the header Select or Install SQL Server.
On this screen, please select the option Connect Webgility database to an existing SQL Server
Please click on the dropdown Locate SQL Server, and select the “Browse for More” option.
It will show you all the available SQL database names. Please select the correct database name.
Now under the Authentication Method please select the option Use SQL Server Authentication, use the below credentials, and then click Save.
Username: sa
Password: Webgility2011
It will take some time to connect to the existing SQL database. Once connected, we should be able to see the Webgility Desktop Dashboard screen.
Manage/Restrict Add On User Access
To restrict or manage the level of access that a particular add-on can be given, please refer to the below help article: