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Connect

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Quickbooks On-Premise to MSPbots

  1. Open the Company QuickBooks file and make sure keep it stays open.You  You will not able to link the Web Connector if the QuickBooks is not open and if you are not logged in already.
  2. Log in to https://app.mspbots.ai/Integrations MSPbots Integrations and locate QuickBooks On-Premise.
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  3. Copy the password, update the path, then save it.
    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.
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  4. Download  "Web Connector Installer" and "Web Connector File"Quickbooks Web Connector Installer: QBWebConnector2_3R0-00036.zip Install QuickBooks Web Connector if you don't have it already
  5. Download Quickbooks Desktop Web connector file: APP_QBFS.qwc. Then Double click the "Web Connector Files" QWC file, it should open the QuickBooks Web Connector Application.

    If you haven't already, configure Web Connector to run when QuickBooks is closed:

    1. Sign in to QuickBooks as the Admin user.
    2. If QuickBooks is on Multi-user mode, go to the File menu, then select Switch to Single-user Mode.
    3. From the Edit menu, select Preferences.
    4. Select Integrated Applications, and then select the Company Preferences tab. 
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    5. Select the third-party app.
    6. Select Properties.
    7. Check Allow this application to log in automatically.
    8. In the Authorization window, select YES. Image Removed
    9. Select User to log in, then OK. 
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    10. Start QuickBooks Web Connector
    11. Authorize access :Click 'by clicking Add an Application' and choose choosing the QWC file. Click Ok OK.
    12. Enter PasswordInput the password.
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    13. Synchronous DataClick . Click the 'Update Selected' button , and check the progress bar to 100%, if . If you encounter failure, please send the log log to us according to the 'Submit the log to help us in the troubleshooting ' step.
  1. Sync the data to MSPBots:
    1. Click the checkbox of the application added, and click
    '
    1. Update Selected
    '
    1. to do a manual sync.
    2. Check
    '
    1. autorun
    '
    1. and set
    up
    1. the autorun interval
    in '
    1. at Every 720 Min
    '
    1. .
  2. It takes about 10-15 minutes to sync up the data. You can close the windows once the progress bar reaches 100%.

Submit the

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Log to Help Us in Troubleshooting

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

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Cannot Start QuickBooks

Quickbooks Web Connector relies on the QuickBooks program to start be able to synchronize properly. Integration prompts this message, indicating that the customer has not opened the QuickBooks program.

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