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How to Resolve Performance Issues in Webgility Desktop

This article helps Webgility Desktop users diagnose and resolve performance issues in Webgility Desktop, such as slowness, freezing, high memory usage, or general lag. It provides detailed guidance on system, application, and database-level optimizations to restore smooth and efficient operation.

Common Performance Symptoms

  • Webgility Desktop freezing or becoming unresponsive

  • Delayed screen loads or data refreshes

  • High CPU, memory, or disk usage

  • Connection timeouts or SQL errors

  • Slow response from SQL Server database

Step 1: Check Webgility’s Performance Monitor

If available in your version:

  1. Open Webgility Desktop

  2. Navigate to System > Performance Monitor

  3. Review memory and process usage

This helps identify whether the issue is localized to Webgility or caused by overall system strain.

Step 2: Check System Memory Usage

  1. Press Ctrl + Shift + Esc to open Task Manager

  2. Go to the Processes tab

  3. Click on the Memory column to sort by usage

  4. Close any high-memory applications that are not essential

⚠️ Do not end processes related to Webgility, SQL Server, or QuickBooks.

Step 3: Verify Available RAM and Disk Space

  • Recommended RAM: At least 8 GB for Webgility Desktop

  • Check C: Drive space:

    1. Open File Explorer > This PC

    2. Ensure Local Disk (C:) has enough free space

    3. Delete unused files and empty the Recycle Bin if needed

Low memory or low disk space can significantly affect performance.

Step 4: Update Windows and Webgility Desktop

  • Update Windows:

    • Go to Start > Settings > Windows Update > Check for Updates

    • Install any pending updates

  • Update Webgility:

    1. Open Webgility Desktop and log in with your credentials.

    2. Navigate to Help > Terms and Privacy to view your current Webgility version.

    3. Go to Help > Check for Updates.

    4. In the Webgility Update window, you’ll see your current version and the latest available version (if any).

    5. Click Update to begin the process.

    6. Make sure the checkbox for “Take Webgility database backup before proceeding with the update” is selected.

    7. When prompted, choose the default location to save the backup file.

    8. Once the backup completes, the Webgility Installer will launch and begin installing the latest version.

    9. A progress bar will display the update status.

    10. After the installation completes, you’ll return to the Login screen. Log in again.

    11. Upon login, Webgility will automatically update the database.

    12. Select your sales channel to proceed to the Dashboard.

    13. To confirm the update, go back to Help > Terms and Privacy and verify that the version number matches the latest release.

    ✅ Done! Webgility Desktop is now updated to the latest version.

     

Step 5: Disable Unused Notifications in Webgility

  1. Click the Bell icon in Webgility

  2. Click the Gear (⚙️) icon

  3. Turn off unnecessary alerts and notifications

This reduces background resource consumption.

Step 6: Restart SQL Services (Primary Server Only)

Only perform this step on the main machine where SQL Server for Webgility is hosted.

  1. Close Webgility Desktop and Scheduler on all computers

  2. Press Windows + R, type services.msc, press Enter

  3. Locate SQL Server (Database name) or your specific instance

  4. Right-click and choose Restart

  5. Also restart the SQL Server Browser service

Restarting SQL clears temporary connection issues and refreshes resource allocation.

Step 7: Run the Webgility DB Utility Tool

  • Close All Webgility Sessions

    • Exit Webgility Desktop and Scheduler on all machines.

    • Open Task Manager, and end any running Webgility-related processes.

  • Locate the Utility File

    • On the primary machine, navigate to:
      C:\Webgility\UnifyEnterprise

    • Double-click UnifyDBUtility.exe.

  • Initiate the Utility

    • When prompted to execute the utility, click OK.

    • If asked to close all Webgility applications, click OK again.

  • Create a Backup

    • Choose a valid folder (preferably the Webgility folder) to save your backup.

    • Click OK to begin the backup process.

  • Allow the Optimization to Complete

    • Do not close the window or restart your computer during the process.

    • Wait for the Success message to appear.

  • Finish and Verify

    • Click OK to exit the utility.

    • Reopen Webgility Desktop and check if performance or error issues have improved.

Step 8: Diagnose SQL Bottlenecks (Advanced)

If the above steps don’t resolve the issue, check SQL-specific performance:

  1. Use SQL Server Management Studio (SSMS)

    • Open Activity Monitor

    • Identify long-running queries

    • Check for missing or fragmented indexes

  2. Optimize Database Performance

    • Rebuild indexes:

      sql
      CopyEdit
      ALTER INDEX ALL ON [YourTableName] REBUILD;

    • Update statistics:

      sql
      CopyEdit
      UPDATE STATISTICS [YourTableName];

  3. SQL Express Limitations

    • SQL Express supports only 10 GB databases and 1.4 GB RAM usage

    • If usage exceeds these limits, consider upgrading to SQL Standard or using Webgility Cloud services

Pro Tips

🔹 Locate SQL Instance Name
Navigate to:
C:\Webgility\UnifyEnterprise\XML
Open ApiConfig.xml in Notepad and find the <SourceName> value.

🔹 Database Backup Path
Ensure automatic backups go to:
C:\Webgility\UnifyEnterprise\Backups
Retain backups for at least 3 days.

Conclusion

Slow performance in Webgility Desktop can often be resolved by ensuring system requirements are met, Webgility is up-to-date, and the SQL database is optimized. Regular maintenance like restarting services, managing resources, and running the DB Utility can prevent long-term degradation.