...
- The QuickBooks module enabled
- The global permission Accounting System Interface set to Update
Multiple Users
...
Connection Tokens
QuickBooks Online uses an OAuth authentication system. This works by giving you an authentication token that grants you access to QBO. With access you can push/pull information from QuickBooks. That sounds simple, but things quickly get more complicated because QBO only allows a single QBO User from accessing the system at a time. What does this mean for you? It means that you may have to "steal" the token from one of your fellow Projector users, or it means you may get locked out of QBO by one of your fellow Projector users.
This can get confusing, so if you need help understanding the following scenarios, feel free to call Projector support. It gets confusing because several items come into play. These items are:
- Projector User - the account you log into Projector with
- Projector Company - the company file in Projector you are trying to send information to QBO from. Most organizations have just one, but you might have multiple if you keep separate sets of books.
- QuickBooks User - the account you log into QuickBooks Online with
- QuickBooks Realm - the QuickBooks company file you are sending data to
Steal Token
You will need to steal a token if you share QBO credentials with another Projector user for the same realm.
| Projector User | Projector Company File | QuickBooks Login | QuickBooks Realm | Token |
|---|---|---|---|---|
| Tom | US Company | accounting@revcorp.com | US Company | Has token currently |
| Jim | US Company | accounting@revcorp.com | US Company | When Jim logs in he'll get a message that he doesn't have an active token. If he chooses to generate one, he is stealing that token from Tom |
Locked Token
You will find yourself locked out of an account if somebody with a different QBO login has already taken the token for the same realm.
| Projector User | Projector Company File | QuickBooks Login | QuickBooks Realm | Token |
|---|---|---|---|---|
| Tom | US Company | tom@revcorp.com | US Company | Has token currently |
| Jim | US Company | jimmy@revcorp.com | US Company | When Jim logs in he'll get a message that someone else has the token. Jim needs to ask Tom to release it before he can proceed. Tom releases the token by clicking the Clear QuickBooks Online Connections button in Projector. |
Connect to QuickBooks Online
...
You can close any popup windows and click the Import Wizard or Synchronize Wizard buttons to start sending data to QBO.
...
Troubleshooting
When attempting to sync with QuickBooks Online, you may receive an error like the following: Failed to update QuickBooks. The error from QuickBooks is : Fault Exception of type: AUTHENTICATION has been generated. 3200: message=Exception authenticating OAuth; errorCode=003200; statusCode=401 [:]
...