The Setup Process
To provide the correct setup process, please select your accounting system
QuickBooks Online
QuickBooks Desktop
Setting Up eRequisition using QuickBooks Online
1
Sign Up Online
Sign Up
To get started please create an account by signing up Online
If you already have a Trxlink/eRequisition account, please continue to Step 2.
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Log in to eRequisition as the Administrator.
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Select Menu > Settings > Company Settings > Select the button "Connect QuickBooks".
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During the Connection process, please follow the instructions provided by Intuit.
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Once complete the Green "Connect to QuickBooks" will be replaced with a Red "Disconnect QuickBooks" button.
Log in - Connect QuickBooks
2
1. Menu
2. Settings
3. Company
Settings
4. Connect to QuickBooks
5. Save
2. User
Permissions
1. User
Information
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Once you have selected to Add or Edit a user, the User Information field will unlock.
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Complete all the fields shown.
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Once all fields are completed and Saved, the newly created user will show on the Workflow Screen.
4. Add User
1. Menu
2. Settings
3. User
Management
-
Select Menu > Settings > User Management
- To add a new user select the Green Add (+) icon.
- To edit an existing user, select the user's name in the dropdown and select the Edit icon.
- To delete a suer, select the user's name in the dropdown and then select the Trashcan icon.
Create New Users
3