Linking with an accounting package

First time logging in

As soon as you log in for the first time you will be asked to link with your accounting package directly. You can make a new link at a later time, for this you must first go through ‘To begin’ when logging in again.

To begin:
Go to the cogwheel at the top right and click on ‘Links’ and then click on the ‘Add’ button.

Step 1 – Select an accounting package
First choose the accounting package that you want to link to.

Step 2 – Preparations
You may need to set additional settings for linking to your accounting package. You immediately go to step 3 if this is not the case.

Step 3 – Description
Give a unique description so that you can easily recognize it later.

Step 4 – Account details
Now enter your login details for your accounting package. After this you are linked with TriFact365.

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