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.
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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 ...
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 ...
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 ...
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 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 ...