Does ApprovalMax pull product/service items from QuickBooks Online?
You cannot create products/services in ApprovalMax, they need to be configured in QuickBooks Online in a specific way. ApprovalMax does only pull those products/services entries from QuickBooks Online that are marked as "I purchase this product/service from a vendor".
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Can I use Product/Service instead of Category for pulling Bills from Dext to ApprovalMax?
No, unfortunately, Dext doesn't support Product/Service catalogues for any GL.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 How to set up the connection between Dext and ApprovalMax You can also refer to this article: How can I establish a connection between Dext, ApprovalMax and ...How can I hide Categories/Items for QuickBooks Online Bill?
It is possible to hide QuickBooks Online Categories/ Items from the Bill creation form. This is how it can be done by a company Administrator: Select a proper Organisation under the main menu and open "Approval workflows" page under "Workflows and ...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.How can I add a product/service in a Purchase Order?
ApprovalMax pulls all products/services from QuickBooks Online (there is no option to create it directly in ApprovalMax). Please make sure that the checkbox "I purchase this product/service from a vendor" has been ticked in QuickBooks Online: