You need to specify a valid Bank Account under the Payment Methods in Dext if you want your cost items to go through a predefined Expense Approval process in ApprovalMax.
This is how it works:
Create a Bank Account in QuickBooks Online (or make sure that's been done):
For Expenses you can use the Bank, Credit Card or Current Assets account types in QuickBooks Online.
Please note: It's important to add an account number to the Bank Account to have things work correctly in Dext.
Payment type | Account Type |
Credit Card | Bank |
| Credit Card |
| Current Asset |
Cash | Bank |
| Credit Card |
| Current Asset |
Cheque | Bank |
Synchronise the data to Dext by overwriting the integration (click on the Reconnect button on the Integrations page):
The Bank Account should be visible so you can assign it to a Payment Method.
To do so, open Payment Methods in Dext and add a new one, or assign your QuickBooks Online Bank Account to an existing one:
Setting a Bank Account in Dext under Payment Methods is optional for cost items published as Bills.