Tutorial Videos
Simple guides to help you better use eRequisition

Connecting QuickBooks

Connect QuickBooks Online

Connect QuickBooks Desktop

 

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