Can I pull Expenses from QuickBooks Online to ApprovalMax?

Pulling existing Expenses from QuickBooks Online to ApprovalMax is currently not supported.

However, 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. This feature is available in beta, please contact support if ...

• Can I approve QuickBooks Online Expenses?

  Yes. You can now create Expense requests in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online once the approval has been completed.

• 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:

• How can I restrict the Requesters of QuickBooks Online Expenses?

  ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Expense requests. You can, for example, configure their access rights so that individual Requesters are only allowed to select certain ...

• 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 ...