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- Open QuickBooks. Go to File and select Switch to Single-user Mode.
- Go to Edit on the menu and Preferences.
- On the Preferences window, go to Integrated Applications then click the Company Preferences.
- Uncheck Don`t allow any applications to access this company file.
- Uncheck Put a checkmark on Notify the user before running any application whose certificate has expired.
- Tick the cell beside the application name MSPBots QB Web Connector to allow access. Click OK.
- 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.
- Enter the password from the MSPbots Integrations page.
- On the QuickBooks Web Connector window, select MSPbots QB Web Connector then click the Update Selected button.
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