The communication between MSPbots and QuickBooks Online integration is achieved by authenticating QuickBooks to MSPbots. The following steps are to connect QuickBooks to MSPbots.
How to set up the QuickBooks Online integration
- Log in to MSPbots as an admin.
- Navigate to Integrations in the MSPbots app.
- Search for QuickBooks Online and click it to open the connection settings.
- Click Sync.
- Sign in to QuickBooks as a user with view access to customer information.
- Enter your email and click Sign in.
- Enter your Password and click Continue.
- Successfully logged into the QuickBooks app.
- Enter your email and click Sign in.
- When Success appears, the connection to QuickBooks Online with MSPbots is successful.
- Synchronizing data from the QuickBooks Online app to MSPbots usually takes 20 to 30 minutes.