N O T I C E

MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

This integration is done by authenticating MSPbots to communicate with Quickbooks Online.

Perform the following steps to set up the integration:

  1. Log in to the MSPbots dashboard as an administrator.
  2. Navigate to Integrations and search for Quickbooks Online.
  3. Click Quickbooks Online > Sync. The window closes when the authentication process is done and a successful test connection is shown. Synchronization usually takes 20 to 30 minutes.
    Important: This step requires you to be logged in to Quickbooks as a user with view access to customer information, otherwise, the authentication will fail. 
  4. Name the data source QuickBooks Online.
  5. Click Save.


  • No labels

N O T I C E

MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!