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Are QuickBooks Online documents considered in Budget Checking?

ApprovalMax tracks QuickBooks Online Bills, Purchase Orders and Expenses that were created in or pulled to ApprovalMax with the budgets that were synced to ApprovalMax during the review/approval process.​

Please note: ApprovalMax pulls requests that were created directly in QuickBooks Online only if the feature Pulling from a connected Organisation has been activated.


If the Pulling from a connected Organisation feature is disabled, ApprovalMax will not pull any Bills, Purchase Orders or Expenses that were created directly in QuickBooks Online - and this may have an impact on the Budget Checking amounts.


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