Journal Entry workflow
When is a QuickBooks Online Journal Entry number assigned?
A Journal Entry number is assigned manually by the Requester during request creation:
How can I make QuickBooks Online Journal Entry fields mandatory?
During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional. This is how you make certain fields mandatory: In the main menu select your Organisation and open the "Approval Workflows" ...
QuickBooks Online Journal Entry approval process: who will be notified, and when?
Requesters are notified about approvals and rejections. Approvers are notified when their decision is required. Watchers are notified about approvals and rejections.
How can I restrict the Requesters of QuickBooks Online Journal Entries?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Journal Entries. You can, for example, configure their access rights for Journal Entry creation in a way that individual Requesters are ...
How does the Journal Entry workflow for QuickBooks Online work?
In ApprovalMax, you can set up multi-step approval workflows for QuickBooks Online Journal Entries. Users of Organisations connected to QuickBooks Online then create Journal Entry requests directly in ApprovalMax. This is how the approval of Journal ...
Can I pull Journal Entries from QuickBooks Online to ApprovalMax?
No. QuickBooks Online Journal Entries must be created in ApprovalMax, and only the respective Requesters as specified in the Journal Entry workflow are able to do.
Can I create/approve QuickBooks Online Journal Entry requests in the mobile app?
Yes, it's possible to process QuickBooks Online Journal Entries on mobile devices. The mobile app provides for: Requesters to create QuickBooks Online Journal Entries and submit them for approval Approvers to approve/reject QuickBooks Online Journal ...
Attaching files to QuickBooks Online Journal Entries
During the creation of QuickBooks Online Journal Entries in ApprovalMax, you can attach files. However, some technical limitations do apply. Below are supported file extensions as well as the size and number of files that can be attached: File ...
How can I specify instructions for QuickBooks Online Journal Entry Requesters?
An Organisation's Administrator can provide a message to be shown to Requesters during request creation. This is how to set up instructions for Journal Entry Requesters: In the main menu select your Organisation and open the "Approval workflows" page ...
How can Requesters change QuickBooks Online Journal Entry before approval?
Pending/Draft Journal Entry requests can be amended by their Requesters. To adjust a Journal Entry request, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will start from scratch.
How to create QuickBooks Online Journal Entry
Before creating a Journal Entry, you first need to set up and activate a Journal Entry workflow in ApprovalMax: In the Journal Entry Creation step, you can specify all users who will be allowed to create Journal Entry requests. By adding Requesters ...
What is a QuickBooks Online Journal Entry?
A Journal Entry is a manual recording of transactions and adjustments to your accounting file. Journal Entries allow you to transfer funds between accounts and ensure that your financial records are balanced according to specific requirements. They ...