This integration of QuickBooks Online with MSPbots is done by authenticating MSPbots to communicate with QuickBooks.
To connect QuickBooks Online to MSPbots:
- Log in to the MSPbots dashboard as an administrator.
- Navigate to Integrations and search for QuickBooks Online.
- Click QuickBooks Online > Sync.
The window closes when the authentication process is done and a successful test connection is shown. Synchronization usually takes 20 to 30 minutes.
This step requires you to be logged in to QuickBooks as a user with view access to customer information, otherwise, the authentication will fail.
- Click Save.