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Webgility Desktop Migration: How to Set Up on a New Computer

This article guides Webgility Desktop users through the essential steps and preparation needed to migrate the Webgility Desktop application and its database to a new system. It focuses on ensuring a smooth transition without data loss or operational issues.

This article outlines the key steps and preparation required to migrate Webgility Desktop and its associated database to a completely new system. Proper preparation and execution will ensure a smooth transition without data loss or system issues.

Migration Process Steps

1. Pre-Migration Preparations

  • Create a Database Backup
    Before making any migration-related changes, it is essential to back up your existing Webgility database.
    Refer to this guide:
    How to Move the Webgility Database to a New Computer

  • Prepare the Backup File (.BAK)
    Once the backup is created, securely copy the .BAK file to the new system where Webgility will be installed.

2. Installation on the New System

  • Install Webgility Desktop
    Begin by installing the Webgility Desktop application on the new system.

  • Install QuickBooks (if applicable)
    Install QuickBooks Desktop on the new machine if it's required for your workflow.

  • Restore the Webgility Database
    Use the previously backed-up .BAK file to restore your database during or after the installation process.

  • Reconnect Webgility to QuickBooks
    Launch Webgility and establish the connection to your QuickBooks company file. Follow the prompts to re-authenticate if needed.

3. Uninstallation from the Old System

  • Once the new system is fully operational and tested, you can uninstall Webgility Desktop from the old computer to prevent conflicts or duplicate processes.