Skip to content
  • There are no suggestions because the search field is empty.

Installing Webgility Desktop and Avoiding Common Pitfalls

This article helps Webgility Desktop users install Webgility Desktop by providing steps that covers downloading, running the installer, logging in, and completing the initial setup. It also includes tips for avoiding common issues, reminders about prerequisites, and steps to follow if installation is delayed or requires troubleshooting.

Overview

Need to install Webgility Desktop on a new machine? This guide provides everything you need to get started smoothly. Whether you're handling installation yourself or waiting on your IT team, you’ll find all the key steps and reminders right here.

What You’ll Receive

  • A clear, step-by-step installation guide

  • Tips to avoid common setup issues

  • Guidance on what to do if you run into trouble

Before You Begin

  • Make sure you’re installing on a supported Windows system

  • Have access to your Webgility account credentials

  • If you're working with an IT team, share the guide with them in advance

Installation Steps

  1. Download the Webgility Desktop Installer
    Visit the official Webgility website and download the latest version of the desktop application.

  2. Run the Installer
    Double-click the installer file and follow the prompts.

    Tip: Make sure you run the installer as an administrator for smooth setup.

    Installation Guide for Webgility Desktop

  3. Log In and Connect

    • Open Webgility Desktop after installation

    • Enter your Webgility credentials

    • Follow the on-screen steps to connect your accounting system and online store

  4. Follow the Onboarding Wizard

    The built-in onboarding wizard will walk you through basic setup, including store and accounting connections, product sync preferences, and order posting options.

If Installation Is Delayed

If you're waiting on your IT team or plan to install later, no problem. Keep the guide handy and follow the same steps when you're ready. You can always revisit the Webgility Help Center for the latest documentation.

After Installation

Once installed:

  • Test the connection between Webgility, your store, and QuickBooks

  • Check that products, orders, and settings sync as expected

  • Explore automation features to simplify your daily operations

Helpful Reminders

  • Always use the latest version of the installation guide

  • If you face an error during setup, note the message for easy troubleshooting later

  • You can reinstall the software at any time if you switch machines

Done with Installation?

Great! You’re all set to start using Webgility Desktop. If anything doesn’t work as expected, just revisit the setup guide or explore the Help Center for quick fixes.

This approach lets you take control of your Webgility Desktop installation without waiting on support—perfect whether you're doing it yourself or coordinating with IT.