Linking with AccountView

Before you start:

Make sure that at least AccountView 9.6 is installed, this version contains the required Web API (AccountView.Net).

STEP 1
Make sure your AccountView accounting records are linked to AccountView.Net.
Download the manual ‘AccountView inrichten voor AccountView.Net-apps‘.

STEP 2
Not yet using TriFact365? Request a trial version on our website and choose “AccountView” for the accounting system to be linked. You will receive your login details within a few minutes.

STEP 3
Go to the cogwheel at the top right and click on “Links” and then click on the “Add” button.

STEP 4
Select “AccountView” and click on “Next”.

STEP 5
Give a recognizable description to the link with AccountView and click on “Next”.

STAP 6
Click on Done. You will then be taken to the website of AccountView.Net. Enter your account details of AccountView.Net here. Then click on “Log in”. The link has now been made. You will return to TriFact365 automatically.

NOTE:

Ensure that step 1 is performed with someone who has the required knowledge and experience. If you do not succeed with your AccountView specialist, we can put you in contact with an AccountView partner who has performed the installation more often.

NOTE:

Make sure that the user you log in with in AccountView.Net has permission to connect with TriFact365.

Updated on Tuesday April 2nd, 2019

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