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When is a QuickBooks Online Journal Entry number assigned?

Updated over 2 months ago

In ApprovalMax, Journal Entries can only be created — they cannot be pulled from QuickBooks Online. This means ApprovalMax has no visibility of Journal Entries that already exist in your QuickBooks Online account and therefore can’t continue the numbering sequence automatically.

When you create a Journal Entry in ApprovalMax, the Journal # field is required but left empty by default. Unlike QuickBooks Online, which automatically increments Journal Entry numbers, ApprovalMax requires you to enter the number manually during request creation.


If you need to maintain your existing QuickBooks Online numbering sequence, here are some possible approaches:

  • Follow your QuickBooks Online sequence:
    Check the most recent Journal Entry in QuickBooks Online and continue from there (for example, if the last entry was JE-105, enter JE-106 in ApprovalMax)

  • Use a unique numbering convention for ApprovalMax entries:
    Add a prefix or suffix to show that the Journal Entry originated in ApprovalMax (for example: AMAX-106 or 106-AM). This makes it easier to identify them later and reduces the risk of duplicating numbers from QuickBooks Online

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