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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• Video: How to set up the connection between Dext, ApprovalMax and QuickBooks Online

  ApprovalMax product walk-through: How to set up the connection between Dext and ApprovalMax Watch on YouTube You can also refer to this article: How can I establish a connection between Dext, ApprovalMax and QuickBooks Online?

• 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.

• 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 ...