How to Install Webgility Desktop on Additional Computers
We've outlined the necessary prerequisites, provided a detailed set of steps, and included a link for troubleshooting to assist you in installing and connecting Webgility Desktop on your additional machine.
The Webgility Desktop app can be installed on multiple machines, sharing a common SQL database. The requirement is that all additional machines must be connected to the same network. If you are using a hosting provider for your Webgility app, your hosting provider will assist in setting up the app on multiple machines if needed.
It is important 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.
To install Webgility on additional computers, please follow the steps below:
For instructions on installing Webgility, please click on the link below:
Installation Guide for Webgility Desktop
Once the Webgility app is installed, when you initially log in to the Webgility application, it will try to connect with the server and launch a database configuration form.
Select the "Connect Webgility database to an existing SQL Server" option on this screen.
Click the "Locate SQL Server" dropdown menu and choose the "Browse for More" option.
You will be presented with a list of available SQL database names. Please choose the correct database name. If you are unsure of your Webgility database name, follow these steps on your server machine to locate the name: Navigate to Local Disk (C:)> Webgility> UnifyEnterprise> XML folder> Open the Apiconfig file on Notepad and review the Source name, which represents your Webgility database name.
Now in the Authentication Method section, select "Use SQL Server Authentication," input the provided credentials below, and click the "Connect" button.
The Webgility database update process may take some time. Once completed, you should see the Webgility Desktop Dashboard screen.