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  1. Open QuickBooks. Go to File and select Switch to Single-user Mode
    Switch to single-user modeImage Modified
  2. Go to Edit on the menu and Preferences.

    Quickbooks edit preferencesImage Modified 
  3. On the Preferences window, go to Integrated Applications then click the Company Preferences
    Preferences settingsImage Modified
  4. Uncheck Don't allow any applications to access this company file.
  5. Uncheck Notify the user before running any application whose certificate has expired.
  6. Tick the cell beside the application name MSPBots QB Web Connector to allow access. Click OK.
  7. When the QuickBooks - Application Certificate window appears, select Yes, always; allow access even if QuickBooks is not running. 
    Tick the checkbox for Allow this application to access personal data such as Social Security Numbers and customer credit card information then click Continue
    QuickBooks CertificateImage RemovedImage Added
  8. Enter the password from the MSPbots Integrations page. 
    quickbooks-password_required
  9. On the QuickBooks Web Connector window, select MSPbots QB Web Connector then click the Update Selected button. 
    QuickBooks Web ConnectorImage Modified


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