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How to Migrate Webgility Desktop to a New Computer and reconnect It to QuickBooks Desktop

This article helps Webgility Desktop users safely migrate their Webgility Desktop setup when upgrading systems or moving to a new server. It provides step-by-step instructions to re-establish the connection with QuickBooks Enterprise while ensuring no data loss

Part 1: Migrating Webgility to a New Computer

Step 1: Back Up the Existing Webgility Database

  • Open Webgility on your current computer.

  • Navigate to System > Database > Backup.

  • Save the backup file to a shared location (external drive, Dropbox, or network folder) so it can be accessed from the new computer.

Step 2: Install Webgility Desktop on the New Computer

  • Visit the Webgility Portal and download the installer.

  • Run the installer and complete the installation process.

Step 3: Install SQL Server on the New Computer

You can install SQL Server in one of two ways:

Option A: Automatic Installation via Webgility

  • Launch Webgility Desktop.

  • At the login screen, select:
    "This is a new computer, install SQL Server and create Webgility database", then click Continue.

Option B: Manual Installation

  • Download the latest version of SQL Server from the official Microsoft website.

  • Install SQL Server manually if needed.

Step 4: Restore the Webgility Database

  • Copy the backup file from the old computer to the new one.

  • Place the file inside the Webgility directory (e.g., C:\Webgility\UnifyEnterprise\DatabaseBackups).

  • Launch Webgility and choose Restore Backup.

  • Select the backup file to complete the restoration.

Step 5: Test and Verify the Migration

  • Log in to Webgility on the new machine.

  • Navigate to the Dashboard.

  • Ensure your Sales Channel connections are active.

  • Run a test order sync to verify that everything is functioning correctly.

Part 2: Connecting Webgility Desktop with QuickBooks Enterprise 22

Step 1: Launch QuickBooks and Prepare for Connection

  • Open your QuickBooks Enterprise 22 company file.

  • Log in as the Admin user and switch to Single-User Mode.

  • Press F2 (or Ctrl + 1) to open the Product Information window.

  • Copy the Company File Location from this window.

Step 2: Add QuickBooks Connection in Webgility

  • In Webgility Desktop, navigate to:
    Connections > Accounting/POS/ERP > Add Connection.

  • Select QuickBooks Desktop from the drop-down list.

  • Paste the copied company file path into the Company file location field.

  • Click Connect to QuickBooks.

Step 3: Approve Webgility Application in QuickBooks

  • A QuickBooks Application Certificate window will appear.

  • Approve and grant access to Webgility as the Admin.

  • Click Continue to complete the authorization.

Step 4: Configure Order Posting Settings

  • After connecting, you’ll be directed to Order Processing Settings.

  • Configure the basic settings, then click Continue.

  • Choose Configure my posting settings for detailed options and set up your posting rules.

  • Click Go to Settings to complete setup.

Conclusion

After completing both parts of the process, your Webgility Desktop will be fully migrated to the new computer and successfully connected to QuickBooks Enterprise. You can now resume syncing orders, managing data, and using your Webgility tools seamlessly.