Additional Quicklinks users

Forum Forums SI5 Quicklinks Additional Quicklinks users

This topic contains 1 reply, has 2 voices, and was last updated by  Seth Enos 5 years ago.

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  • #5810 Reply

    Eric Kalpakoff
    Participant

    I will be leaving town next week and will need someone else to process Quickbooks exports, what do I need to do to get that person setup for Quicklinks exports?

    #6947 Reply

    Seth Enos
    Moderator

    1. If QuickBooks was not installed on their machine prior to installing the SI5 Client, you will need to run a Modify on the SI5 Client install, instructions here.
    2. Verify that their User in the SI5 Admin Console is assigned to a group that has the permission “Allow QuickLinks”, second step here. If they will be creating the Sales Orders, also verify that they have the Business Manager Page permission.
    3. Open QuickLinks on their machine, click the Options button and browse to where your QB company file is located.
    4. Test the connection by clicking the Item List button.

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