If you are attempting to connect to a SQL Server for the first time, you will need to have admin credentials as the software will create a sample database on your SQL Server.
To connect the software to a SQL or SQL Express database, please enter into the software. Once you are in the software and you have not already licensed the software, click on File > Enter/remove license codes > enter your license codes > Click to Register.
Once you have restarted the software click on the Settings tab > Migrate to SQL Express, SQL Server > click Next. On the next screen you should see either your server or the Treasury Software SQL Express instance (treasoft). Select the correct database instance and if you are using SQL Express, check the SQL Express database and proceed through the wizard.
Once you have restarted the software you will be connected to the SQL database. You may be prompted to update the databases and if so, please do so. Lastly, you will need to import your account(s) if you have created some and to do this click on File > New Account > Add an Existing account > select your account(s) > Next > Finish.