Integrating Dext with your ApprovalMax Bill workflow enables Dext to push cost items directly to ApprovalMax. ApprovalMax will then run the predefined Bill approval workflow for such Bills and, after their final approval, push them to QuickBooks Online.
The following steps are the minimal requirement for this setup and a prerequisite for enabling Dext to publish documents to ApprovalMax.
Prepare ApprovalMax for the connection to Dext
For this connection, you must either have an active ApprovalMax subscription, or start a new trial Organisation.
You can use your existing QuickBooks Online Organisation, or connect a new Organisation to QuickBooks Online.
Prepare Dext for the connection to ApprovalMax
Connect your Dext account to your ApprovalMax Organisation:
In Dext, go to Business Settings > Connections > Accounting software and click on Connect:
Find ApprovalMax for QuickBooks Online and click on Connect:
Log in to your ApprovalMax account, if not yet done, then click on Connect software:
Select a valid Organisation with an active QuickBooks Online connection and click on ALLOW ACCESS:
Once the connection has been established, all relevant QuickBooks Online information will be synced to your Dext account so that you can select the respective values in the drop-down fields.
Configure the default settings in Dext
In Dext, configure the default settings for this integration (including tax and publishing preferences):
Please note: We currently support Expenses only.
Define additional settings for documents captured with Dext
Go to My Profile > Account Details:
Set your preferred currency and tax extraction:
Video tutorial
You can also refer to this video for more information on how to set up the connection between Dext, ApprovalMax and QuickBooks Online: