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.