How to Connect Quickbooks On-Premise to MSPbots

1. Open the Company QuickBooks file and keep it open. You will not be able to link the Web Connector if the QuickBooks file is not open and if you are not logged in.
2. Log in to MSPbots Integrations and locate QuickBooks On-Premise.
   
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. 
   a. Quickbooks Web Connector Installer: QBWebConnector2_3R0-00036.zip
   b. 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.

   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.
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   9. Select User to log in, then OK. 
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   10. Start the QuickBooks Web Connector. 
   11. Authorize access by clicking Add an Application and choosing the QWC file. Click OK.
   12. Enter the password.
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   13. Synchronous Data. Click the Update Selected button and check the progress bar to 100%. If you encounter failure, please send us the log. Refer to the Submit the Log to Help Us in Troubleshooting section section on Submitting Logs for Troubleshooting below.
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7. Sync the data to MSPBots: 
   1. Click the checkbox of the application added, and click Update Selected to do a manual sync.
   2. Check autorun and set the autorun interval at Every 720 Min. 
      It takes about 10-15 minutes to sync up the data. You can close the windows once the progress bar reaches 100%. 

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Submitting Logs for Troubleshooting

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

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Message: Could not start QuickBooks

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

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How to View Errors in Log Files

Open the synchronization view log file . Scroll and scroll to the end of the log and to view the error message during the synchronization of data. The sample log is shown below. Please ensure that the

Important: The QuickBooks program cannot should always be closed open and runs running normally.

If the synchronization does not progress at a certain moment (for example, at 30%), please check the log file for an error. If there is an error, please restart the QuickBooks program and please initiate a new synchronization.

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Fixing error QBWC1039

Learn how to fix error QBWC1039 in QuickBooks Desktop.

You might see this error when you connect an app to QuickBooks Desktop using Web Connector. This happens for varied reasons, but don’t worry. We’ll help you fix it. Visit the link links below and follow the applicable steps based on the error message you encountered.

Error QBWC1039 when connecting the QuickBooks Web Connector to MSPbots

Fix error QBWC1039

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Quickbooks On-Premise API documentation

If you can't find the need the data that you need from in our prebuilt datasets, please review the following documentation for the data that you need, then send an email to support@mspbots.ai with the business use case for each dataset. Our development team will review it and let you know the ETA of the dataset.

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Important: Only the user who linked the Quickbooks API has access to datasets, widgets, and dashboards related to Quickbooks. This user is also the only person who can give other users access to Quickbooks-related assets.Even the admin cannot see the financial data.

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