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

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 SQL 2025 Express
  Please refer to How to Manually Install SQL Server 2025 Express.

• Install Webgility Desktop
  Begin by installing the Webgility Desktop application on the new system, refer to Webgility Desktop Upgrade Guide: For Versions Pre-9.8.4. Once installed move the .bak file to C:\Webgility.

• Restore Database Backup
  Please refer to How to Install SQL Server 2025 and Set Up Your Webgility Database, after creating the database Webgility will give you an option to restore from the backup file, browse the .bak file from C:\Webgility and restore the database.

• Reconnect QuickBooks 
  Reconnect QuickBooks Desktop on the new machine, refer to How to Connect Webgility Desktop with QuickBooks Enterprise, Pro, or Premier
  
  

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.

• Also unistall any instances of SQL from the old system.

Feel free to reach out to us at support@webgility.com.