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QuickBooks On-Premise Integration

Updated

Use this guide to connect QuickBooks On-Premise to MSPbots.

Required permissions

The steps in this guide require administrative permissions to be carried out. Only users with admin roles can perform this procedure, including accessing the necessary API endpoints. 

How to connect Quickbooks On-Premise to MSPbots

  1. Open your company's QuickBooks file and keep it open. You cannot link the Web Connector if you are not logged in and when the QuickBooks file is closed.
  2. Go to MSPbots Integrations.
  3. Search for QuickBooks On-Premise and click it to open. 

    QuickBooks On-Premise-2.jpg
  4. Click Download > Web Connector installer to download the QBWebConnector2_3R0_00215.zip Quickbooks Web Connector Installer file. 

    QuickBooks On-Premise.jpg

  5. Extract the QBWebConnector2_3R0_00215.zip file and install the QBWebConnectorInstaller.exe application.
  6. Click Download > Web Connector File to download the APP_QBFS.qwc Quickbooks Desktop Web connector file.

    QuickBooks On-Premise-1.jpg

  7. Then double-click the APP_QBFS.qwc Web Connector File to open the QuickBooks Web Connector application.

    If you haven't configured Web Connector to run when QuickBooks is closed, do the following steps:

    1. Sign in to QuickBooks as an 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. Select Allow this application to log in automatically. 
    8. In the Authorization window, select Yes, always; allow access even if QuickBooks is not running.

      QB application certificate
    9. Select User to log in, then OK. 
    10. Start the QuickBooks Web Connector. 
    11. Authorize access by clicking Add an Application and choosing the QWC file. Click OK. 
    12. In the Password Required pop-up window, enter the password copied from the QuickBooks On-Premise Integration in MSPbots. 
    13. Synchronous Data. Click the Update Selected button and check the progress bar to 100%. If you encounter failure, please send us the log. Refer to the section on Submitting Logs for Troubleshooting below. 
  8. Back to MSPbots, and copy the Password, update the Path.
    • Path - 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. 



  9. Click Save and Sync.
  10. 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.
    3. It takes about 10-15 minutes to sync up the data. You can close the windows once the progress bar reaches 100%. 

Submitting Logs for Troubleshooting

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



Status: Could not start QuickBooks

QuickBooks Web Connector relies on the QuickBooks program to be able to synchronize properly. When the integration shows this message, it indicates that the customer has not opened the QuickBooks program.



How to View Errors in Log Files 

Open the synchronization view log file and scroll to the end of the log to view the error message during the synchronization of data. The sample log is shown below.

Important: The QuickBooks program should always be open and running normally.

 



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



Fixing error QBWC1039 

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. Visit the links below and follow the applicable steps based on the error message you encountered.

Error QBWC1039 when connecting the QuickBooks Web Connector to MSPbots

Fix error QBWC1039



Quickbooks On-Premise API documentation

If you can't find the data that you need in our prebuilt datasets, please review the following documentation, then 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.

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

How to Give Financial Access to Other Users

Important: Only the user who linked the Quickbooks API has access to datasets, widgets, and dashboards related to Quickbooks. This user is also the only person who can give other users access to Quickbooks-related assets. Even the admin cannot see the financial data.

Do the following procedure to give other users access to financial data:

  1. Go to User Management and search for the user to be given access to the data. 

    user management
  2. Click the Edit button beside the user's name.
  3. Go to Teams User Mapping on the Edit window and select Financial. 
     
    user financial access
  4. Click Confirm.  

QuickBooks Desktop API Sync List


QuickBooks Desktop API Sync List
 

FAQ

I get QBWC1039 Error

Please see the MSPbots Help articleError QBWC1039 when connecting the QuickBooks Web Connector to MSPbots for the steps on how to resolve this error. 

You may also view other resolutions here: https://quickbooks.intuit.com/learn-support/en-us/your-books-or-my-company/fix-error-qbwc1039/00/294400#

 

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