Can I pull Expenses from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling of existing Expenses from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax.
Besides, you can create your Expense requests directly in
ApprovalMax or pull them from Dext, run them through the predefined approval workflow and then push the authorised Expenses to QuickBooks Online. Please note: in ApprovalMax, the list of Payees is synced based on the specified Payee type.
If you decide to use a Payee, select the Payee type first and next the Payee.
For further details, please refer to our article: How
does the Expense Creation and Approval workflow for QuickBooks
Online work.
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Can I pull my Expenses from Dext and run them through the predefined approval workflow?
Yes, ApprovalMax supports pulling QuickBooks Online Expenses such as Cash, Check and Credit Cards from Dext to ApprovalMax where they will run through the predefined approval workflow.
Attaching files to QuickBooks Online Expenses
During the creation of QuickBooks Online Expenses in ApprovalMax, you can attach files. However, some technical limitations do apply. Below are supported file extensions, size and number of files that can be attached: File extensions: '.pdf', ...
Can I search for QuickBooks Online Expenses?
Yes, ApprovalMax does have a search function for Expenses. In the Search pop-up window, select the request type (Expense), set additional filters, and click on SEARCH:
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.
Does ApprovalMax support a review and editing functionality for QuickBooks Online Expenses?
Unfortunately, no. Expense requests can be modified exclusively by the person who created them (the Requester), and only up to the point of full approval. Any changes made will restart the approval workflow for the Expense request and reset all ...