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  1. Open the Company QuickBooks file and make sure it stays open.
    1. You will not able to link the Web Connector if the QuickBooks is not open and logged in already.
  2. Log in to https://app.mspbots.ai/Integrations
  3. Copy the password, update the path, then save it.
    1. The path of the platform comes from the file path of QuickBooks on the server. The path has to include the file name and .QBW extension.
  4. Download "Web Connector Installer" and "Web Connector File"
    1. Quickbooks Web Connector Installer: QBWebConnector2_3R0-00036.zip
    2. Install QuickBooks Web Connector if you don't have it already
  5. Download Quickbooks Desktop Web connector file: APP_QBFS.qwc

  6. Then Double click the "Web Connector Files" QWC file, it should open the QuickBooks Web Connector Application.

    1. Start QuickBooks Web Connector
    2. Authorize access:
      1. Click 'Add an Application' and choose the QWC file. Click Ok.
    3. Enter Password
      1. Input the password
  7. Sync data to MSPBots
    • Click the checkbox of the application added, and click 'Update Selected' to do a manual sync.
    • Check 'autorun' and set up autorun interval in 'Every 720 Min'
  8. It takes about 10-15 minutes to sync up the data. You can close the windows once the progress bar reaches 100%.

Submit the log to help us troubleshooting

If the connection fails, please save the log information as shown below, and send the log file to support@mspbots.ai, we will help you solve the problem in time.

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