Connect to Quickbooks On-Premise to MSPbots

1. Open the Company QuickBooks file and make sure it stays open.
   1. You will not able to link the Web Connector if the QuickBooks is not open and logged in already.
2. Log in to https://app.mspbots.ai/Integrations
   1. 
3. Copy the password, update the path, then save it.
   
   1. 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.
      
4. Download "Web Connector Installer" and "Web Connector File"
   1. Quickbooks Web Connector Installer: QBWebConnector2_3R0-00036.zip
   2. 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.

   1. Start QuickBooks Web Connector
   2. Authorize access:
      1. Click 'Add an Application' and choose the QWC file. Click Ok.
   3. Enter Password
      1. Input the password
7. Sync data to MSPBots
   • Click the checkbox of the application added, and click 'Update Selected' to do a manual sync.
   • Check 'autorun' and set up autorun interval in 'Every 720 Min'
8. It takes about 10-15 minutes to sync up the data. You can close the windows once the progress bar reaches 100%.

Submit the log to help us troubleshooting

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

Could not start QuickBooks

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

View log files

Open the synchronization view log file, scroll to the end of the log, and view the error message, as shown in the figure, during the synchronization of data, please ensure that the QuickBooks program cannot be closed and runs normally.

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

Fix 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. Follow the steps based on the specific error message you see.

Fix error QBWC1039

Quickbooks On-Premise API documentation

https://developer.intuit.com/app/developer/qbdesktop/docs/get-started

Give Financial Access to Other Users

1. Only the user who linked Quickbooks API can access Quickbooks related datasets, widgets, and dashboards
2. Only the user who linked Quickbooks API can give other users access to the Quickbooks-related assets. Even the admin can't see the financial data.
   1. Go to User Management (mspbots.ai), click edit, add financial to other users so they can have access to financial data.
   2.  

FAQ

1. I get QBWC1039 Error
   1. Please follow the instructions here: https://quickbooks.intuit.com/learn-support/en-us/your-books-or-my-company/fix-error-qbwc1039/00/294400#