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Support > Settings > Linking with accounting software

Linking with accounting software

First time logging in

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

To begin:
Go to Settings (Cogwheel) at the top right and click on Links and then click on the Add button.

Step 1
First choose the accounting software that you want to link to.

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

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

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