Setup & Connection
Connect ApprovalMax with QuickBooks Online, configure user access, integrations, and workflows.
56 articles
- Can I reconnect my QuickBooks Online Organisation to a new ApprovalMax Organisation?
- How to establish a connection between Dext, ApprovalMax and QuickBooks Online
- Video: How to set up the connection between Dext, ApprovalMax and QuickBooks Online
- How to link a different Dext account to ApprovalMax for QuickBooks Online
- Resolving Connection Issues Between Dext and ApprovalMax for QuickBooks Online
- What is the Pulling from a Connected Organisation feature for QuickBooks Online?
- How can I disconnect Dext from ApprovalMax for QuickBooks Online?
- How to submit Expenses in Dext and approve them in ApprovalMax
- Can I pull Bills from Dext using a Product/Service, not a Category?
- Why does an item not appear in QuickBooks Online after it was submitted in Dext?
- Limitations of the different QuickBooks Online editions
- On behalf of which user are Bills created that get pulled from Dext? (QuickBooks Online)
- How can cost items from Dext bypass the approval workflow in ApprovalMax? (QuickBooks Online)
- Pull Dext Expenses and run them through an approval workflow
- How can I change the integration in Dext?
- How can I resubmit a rejected request that came via Dext?
- How can I publish documents from Dext to ApprovalMax for QuickBooks Online?
- How can I use Dext Expense reports in ApprovalMax for QuickBooks Online?
- How to add a Bank Account in QuickBooks Online and assign it to a Payment Method in Dext
- Roles in ApprovalMax (QuickBooks Online)
- How can Administrators manage Substitutes? (QuickBooks Online)
- Can I restrict Requesters in terms of amounts? (QuickBooks Online)
- Copy rules from one user to another (QuickBooks Online)
- How to allow Requesters to set a manual exchange rate during the creation of QuickBooks Online Bills/Purchase Orders/Expenses
- How can I restrict the Requesters of QuickBooks Online Sales Invoices?
- Is it possible for the Administrator to be notified about approvals/rejections? (QuickBooks Online)
- How to manage mandatory and optional fields in the Requester matrix
- How to create departments with different Approvers
- Approval conditions (QuickBooks Online)
- Auto-Approval step on a Standard plan (QuickBooks Online)
- What happens with a document in ApprovalMax if it's deleted in QuickBooks Online
- Does ApprovalMax sync custom fields from QuickBooks Online?
- How alternative rules in the approval matrix work (QuickBooks Online)
- How can I copy workflow settings to another Organisation? (QuickBooks Online)
- Why does the amount of a request pulled from QuickBooks Online differ in QuickBooks Online and ApprovalMax?
- What is the Auto-Approval step? (QuickBooks Online)
- What is the QuickBooks Online manual exchange rate?
- Request number for QuickBooks Online Purchase Orders/Bills upon submission
- How to set up the Auto-Approval step (QuickBooks Online)
- What is the setting Fraud Detection – Changes After Approval? (QuickBooks Online)
- How to apply AND/OR conditions in QuickBooks Online approval rules
- How do I set up the Review step in an ApprovalMax for QuickBooks Online workflow?
- Why do I still see approved Bills/Purchase Orders in QuickBooks Online?
- What are classes and locations used for?
- Recalculation of the automatic exchange rate if a request is edited before the final approval (QuickBooks Online)
- I set a request date in the past, will the exchange rate be automatically calculated based on this date? (QuickBooks Online)
- Bulk actions for QuickBooks Online requests line items
- How can I set up an approval matrix? (QuickBooks Online)
- Request Version History for QuickBooks Online
- ApprovalMax Supported countries, taxes, and currencies for QuickBooks Online
- Manual Exchange Rate in Approvalmax for QuickBooks Online
- How ApprovalMax handles lock dates in QuickBooks Online workflows
- QuickBooks Online error codes: why requests get rejected
- How to edit the default Tax-exclusive/-inclusive setting for requests
- What happens after an approval or rejection
- How can I apply changes made to the approval workflow for not yet approved requests?