QuickBooks Online Integration Setup

The communication between MSPbots and QuickBooks Online integration is achieved by authenticating QuickBooks to MSPbots. The following steps are to connect QuickBooks to MSPbots.

1. To obtain the values for Client ID and Client Secret

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1.1. Create a workspace in QuickBooks Online Intuit Developer

1. Go to QuickBooks Online Intuit Developer and click Sign In to sign in with your QuickBooks Online Intuit account.
   
   
   
   
    
   • If you do not have a QuickBooks Online Intuit account, click Sign Up to register for an Intuit account.
     
     
     
     
      
   • When you sign in and see the sample image, refer to the following field values for selection.
     • Select Business Owner for Primary role (What describes you best)
     • Select Other for I am planning to
     • Select Advanced for Prior software development experience
       
       
        

2. Click    to create a workspace.

   If you already have a workspace, skip this section and proceed from 1.2. Create an app in QuickBooks Online.

   
   
    

3. Click Get Started.
   
   
    
4. Enter your company name as the Workspace name, and click Next.
   
   
    
5. Fill in the Info about your company, and click Next.
   
   
    
6. Enter the Contact info for your company and click Next.
   
   
    
7. Click Open workspace.
   
   
    

1.2. Create an app and in Quickbooks Online

1. Click   in a workspace.
   
   
    
2. Click Get Started.
   
   
    
3. Enter MSPbots.ai as the App name and click Next.
   
   
    

4. Select the following permissions and click Done.

   • com.intuit.quickbooks.accounting
   • com.intuit.quickbooks.payment
   The purpose of selecting these two permissions is to ensure that the "Company selector" dropdown displays all of your QuickBooks companies, allowing you to select and connect to MSPbots. Otherwise, the "Company selector" dropdown doesn't show any of your QuickBooks companies, which would prevent you from selecting or connecting to MSPbots. 
   For more details, refer to the official QuickBooks documentation Fix OAuth 2.0 errors and connection issues.

   
   
    

5. Click Confim.
   
   
    
6. Click Open app.
   
   
    

2. Add the Webhook URL and Redirect URI to the app you created

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2.1. Set up app details

1. Go to Keys & Credentials > Production.
   
   
    
2. Fill in your company information and click Next.
   
   
    
3. Fill in the following fields and click Next.
   • End-user license agreement URL - Enter https://mspbots.ai/termsofuse.
   • Privacy policy URL - Enter https://mspbots.ai/privacy.
     
     
      
4. Fill in the following fields and click Next.
   • Host domain - Enter mspbots.ai.
   • Launch URL - Enter https://mspbots.ai.
   • Disconnect URL - Enter https://mspbots.ai.
     
     
      
5. Select Business Insights and click Next.
   
   
    
6. Select None of the above and click Next.
   
   
    
7. Select United States as the Country and click Next.
   
   
    

2.2. Complete the questions

1. Click Compliance > Start questionnaire.
   
   
    
2. Answer the questions in General Questions according to the answers in the sample image, and click Next Tab.
   
   
    
3. Answer the questions in App Information according to the answers in the sample image, and click Submit.
   • For the question 1, fill in https://support.mspbots.ai/hc/en-us/articles/8974043017103.
     
     
      
4. Click Yes.
   
   
    
5. Click OK.
   
   
    
6. Refresh the page.
   
   
    
7. Click the Show credentials checkbox. 
   
   
    

8. Click    to copy the values of Client ID and Client secret. And do not close the QuickBooks Online Intuit Developer app.

   Make sure you copy the values of Client ID and Client secret in Production.

   
   
    

2.3. Add the Webhook URL and Redirect URI

1. Log in to MSPbots as an admin.
2. Navigate to Integrations in the MSPbots app.
   
   
    
3. Search for QuickBooks Online and click it to open the connection settings.
   
   
    
4. Click   to copy the value of Webhook URL.
   
   
    
5. Follow the steps below to add the Webhook URL to the app you created.
   1. Back to QuickBooks Online Intuit Developer and click Webhooks > Production.
      
      
       
   2. Paste the value of the Webhook URL you copied into the Endpoint URL field, and click Save.
      
      
       
   3. Click OK. It means your addition was successful.
      
      
       
6. Back to MSPbots and Click    to copy the value of Redirect URL.
   
   
    
7. Follow the steps below to add the Redirect URL to the app you created.
   1. Go to Settings > Redirect URIs > Production > Add URI in QuickBooks Online Intuit Developer.
      
      
       
   2. Fill in the input box with the value of Redirect URL you copied from the QuickBooks Online integration and click Save.
       
       
   3. When Changes saved here and in your settings appears, it means the addition was successful.
      
      
       

3. To Authenticate QuickBooks Online integration

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1. Back to MSPbots.
2. Fill in the values of Client ID and Client Secret you copied from Step 2.2.13.
   
   
   
   
    
3. Click Save and Sync.
4. Sign in to QuickBooks as a user with view access to customer information.
   1. Enter your email and click Sign in.
      
      
       
   2. Enter your Password and click Continue.
      
      
       
   3. Enter your company name and click Connect.
      
      
       
   4. Click Connect.
      
      
       
5. 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.

   • Refer to The Sync Frequency for QuickBooks Online API Keys to view the sync frequency for API keys used by MSPbots.
     
     
      

     Please note that after the successful authentication, re-authenticate the QuickBooks Online integration within 100 days. For example, re-validate on the 90th day after successful authentication.
     According to the official QuickBooks Online documentation, you need to re-validate at least every 100 days to obtain a new refresh token. If not, the refresh token will expire after 100 days, and data synchronization will stop due to the token's expiration.
     
     
      

Known issues

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1. A connection problem

If you encounter a connection issue with the example images below, it may be because you added the copied Redirect URL to the wrong section, such as not adding the Redirect URL to the Production section in Redirect URIs.


 

Solutions

1. Follow the section 2.3. Copy and add the Redirect URI to QuickBooks Online to add the copied Redirect URL to the Production section in Redirect URIs.
2. Follow the section  3. To Authenticate QuickBooks Online integration to re-authentication the QuickBooks Online integration.