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Tutorial Videos
Simple guides to help you better use eRequisition

Connecting QuickBooks

Connect QuickBooks Online

Connect QuickBooks Desktop

Anchor 1

Setup account

1. Connect QuickBooks

2. Create eRequisition users

3. Assign Requisition routing

eRequisition basics

Create a Requisition

Cancel a Requisition

Approve a Requisition

View the status of a Requisition

Create a Purchase Order

Create a Receiving

*QuickBooks Desktop version only

Purchase Order

Create a Purchase Order

Edit a Purchase Order

*QuickBooks Desktop version only

Email a Purchase Order

*QuickBooks Desktop version only

QuickBooks Syncing

Resolve syncing errors

*QuickBooks Desktop version only

Unable to connect to QuickBooks

*QuickBooks Desktop version only

Unable to connect to QuickBooks (simple instructional guide)

*QuickBooks Desktop version only

User Management

Create eRequisition users

Creating departments

Creating departments

User permissions explained

*QuickBooks Desktop version only

Assigning entity filters to users

*QuickBooks Desktop version only

Workflow (Approval routing)

Assign Requisition routing

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