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Troubleshooting Database Connection Issues with Webgility Desktop

If you're unable to connect to the Webgility database in Webgility Desktop, you're not alone—this is a common issue often caused by service settings, firewalls, or network permissions. Here is your step-by-step guide to troubleshoot and restore your database connection.

Causes of Connection Issues

  • SQL Server not running or misconfigured

  • Incorrect SQL authentication

  • TCP/IP protocol or named pipes disabled

  • Firewall blocking database communication

  • Missing instance name or services

  • Antivirus interference

  • Hosting restrictions (for cloud-hosted QuickBooks environments)

Steps to Resolve Database Connection Issues

1. Verify SQL Database Location

  • Make sure you're on the Primary Workstation where the Webgility SQL database is hosted.

  • Open the Services app (type services.msc in Start menu).

  • Look for SQL Server (Database Name):

    • If not listed, SQL is hosted on another machine.

    • If listed but not running, right-click and Restart the service.

2. Confirm SQL Server & Browser Services

  • Open the Services application.

  • Locate and right-click on:

    • SQL Server (Database Name)

    • SQL Server Browser

  • Select Properties > Log On tab.

    • Click Browse, select Network Service.

    • Remove any existing password fields.

    • Click Apply, then OK.

  • Restart both services.

3. Enable TCP/IP and Named Pipes

  • Open SQL Server Configuration Manager.

  • Under SQL Server Network Configuration, enable:

    • TCP/IP

    • Named Pipes

  • Restart the SQL services after enabling.

4. Restart SQL Services

  • After making changes, return to Services and restart:

    • SQL Server (Database Name)

    • SQL Server Browser

5. Configure Firewall Rules

  • Go to C:\Webgility\UnifyEnterprise.

  • Right-click on wgFirewall.exe and select Run as Administrator.

  • This automatically sets up firewall permissions for Webgility.

6. Whitelist Webgility in Antivirus

  • Open your antivirus software.

  • Add C:\Webgility to the Exemption/Exclusion List.

  • Restart Webgility Desktop afterward.

7. Select the Correct SQL Instance

  • In the Webgility Database Configuration screen:

    • Choose Locate SQL Server.

    • If your instance doesn’t appear, click Browse for more.

    • Select the correct instance, typically:
      ComputerName\UNIFY

8. Use SQL Authentication (For Add-On Machines)

  • On add-on computers, select SQL Server Authentication.

    • Username: sa

    • Password: Webgility2011 (note the capital W)

9. If Using QuickBooks Hosting Providers

  • If your QuickBooks file is hosted by Rightworks, Summit Hosting, etc.:

    • Contact their customer support to verify SQL connection settings.

    • Hosted environments may have specific restrictions or configuration requirements.

If you have any questions or need more help, please contact our support team.

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