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Perform these steps when the client is having an issue with the Quickbooks (New) Web Connector version with the MSPBots app.

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

    Quickbooks edit preferences 
  3. On the Preferences window, go to Integrated Applications then click the Company Preferences. 
    Preferences settings
  4. Put a checkmark on Notify the user before running any application whose certificate has expired.
  5. Tick the cell beside the application name MSPBots QB Web Connector to allow access. Click OK.
  6. When the QuickBooks - Application Certificate window appears, select Yes, always; allow access even if QuickBooks is not running and click Continue. 
    QuickBooks Certificate
  7. Tick the checkbox for Allow this application to access personal data such as Social Security Numbers and customer credit card information. 
  8. Enter the password from MSPbots Integrations page. 
    quickbooks-password_required
  9. On the QuickBooks Web Connector window, select MSPbots QB Web Connector and click the Update Selected button. 
    QuickBooks Web Connector
  10. Click Add an Application to send a request.


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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!