Link with AccountView
Written By Tess Hoogeboom
Last updated 16 days ago
Before you begin
Make sure your AccountView accounts are linked to AccountView.Net. Click here to view Visma’s instructions. If you’re unable to complete this on your own or with your AccountView specialist, we can put you in touch with an AccountView partner who has performed this setup before.
Make sure the user you use to log in to AccountView.Net has permission to connect to TriFact365.
Check our Points to Consider for instructions on connecting to AccountView.
To get started:
In TriFact365, go to Settings (Cogwheel) in the top-right corner and click on Links. Then click the New button.
Here, select AccountView as the accounting software you want to connect to.
Give the link a description so you can easily recognize it later.
Click Finish. You’ll then be redirected to the AccountView.Net login page, where you’ll enter your AccountView.Net login credentials. Then click Log In.
The link is now established. You’ll return to TriFact365, where you can immediately add one or more administrations from the connection.