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.