Connect Quickbooks On-Premise to MSPbots

1. Open the Company QuickBooks file and keep it open. You will not able to link the Web Connector if the QuickBooks is not open and if you are not logged in.
2. Log in to MSPbots Integrations and locate QuickBooks On-Premise.
   
3. Copy the password, update the path, then save it. 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". Quickbooks Web Connector Installer: QBWebConnector2_3R0-00036.zip Install QuickBooks Web Connector if you don't have it already. 
5. Download Quickbooks Desktop Web connector file: APP_QBFS.qwc. Then Double click the "Web Connector Files" QWC file, it should open the QuickBooks Web Connector Application.

   If you haven't already, configure Web Connector to run when QuickBooks is closed:

   1. Sign in to QuickBooks as the Admin user.
   2. If QuickBooks is on Multi-user mode, go to the File menu, then select Switch to Single-user Mode.
   3. From the Edit menu, select Preferences.
   4. Select Integrated Applications, and then select the Company Preferences tab. 
      
   5. Select the third-party app.
   6. Select Properties.
   7. Check Allow this application to log in automatically.
   8. In the Authorization window, select YES.
      
   9. Select User to log in, then OK. 
   10. 
   11. Start QuickBooks Web Connector. 
   12. Authorize access by clicking Add an Application and choosing the QWC file. Click OK.
   13. Enter the password.
       
   14. Synchronous Data. Click the Update Selected button and check the progress bar to 100%. If you encounter failure, please send the log to us according to the 'Submit the log to help us in the troubleshooting step.
       1. 

1. Sync the data to MSPBots:
   1. Click the checkbox of the application added, and click Update Selected to do a manual sync.
   2. Check autorun and set the autorun interval at Every 720 Min.
2. 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 in Troubleshooting

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

Cannot Start QuickBooks

Quickbooks Web Connector relies on the QuickBooks program to be able 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

If you need the data that we don't have in our prebuilt datasets, please review the following documentation and find the data that you needed and send an email to support@mspbots.ai with the business use case for each dataset, our development team will review it and let you know the ETA of the dataset delivery time.

https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference/qbdesktop

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#