Setup & Connection
Connect ApprovalMax with QuickBooks Online, configure user access, integrations, and workflows.
57 articles
Can I pull Bills from Dext using a Product/Service, not a Category?
Can I reconnect my QuickBooks Online Organisation to a new ApprovalMax Organisation?
Limitations of the different QuickBooks Online editions
Why does an item not appear in QuickBooks Online after it was submitted in Dext? (Dext-ApprovalMax-QuickBooks Online integration)
How to establish a connection between Dext, ApprovalMax and QuickBooks Online
Video: How to set up the connection between Dext, ApprovalMax and QuickBooks Online
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)
What is the Pulling from a Connected Organisation feature? (QuickBooks Online)
How to submit Expenses in Dext and approve them in ApprovalMax
Pull Dext Expenses and run them through an approval workflow
How to link a different Dext account to ApprovalMax for QuickBooks Online
How can I disconnect Dext from ApprovalMax for QuickBooks Online?
Resolving Connection Issues Between Dext and ApprovalMax for QuickBooks Online
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)
Pushing comments to QuickBooks Online Note setting
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 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?