How to add a Bank Account in QuickBooks Online and assign it to a Payment Method in Dext

How to add a Bank Account in QuickBooks Online and assign it to a Payment Method in Dext

You need to specify a valid Bank Account under the Payment Methods in Dext if you want your cost items to go through a predefined Expense Approval process in ApprovalMax. 

This is how it works:



  1. Create a Bank Account in QuickBooks Online (or make sure that's been done):

    For Expenses you can use the Bank, Credit Card or Current Assets account types in QuickBooks Online.

    Please note: it's important to add an account number to the Bank Account to have things work correctly in Dext.

    Payment typeAccount Type
    Credit CardBank
    Credit Card
    Current Asset
    CashBank
    Credit Card
    Current Asset
    ChequeBank



  2. Synchronise the data to Dext by overwriting the integration (click on the Reconnect button on the Integrations page):



  3. Now, the Bank Account should be visible so that you can assign it to a Payment Method.
    To do so, open Payment Methods in Dext and add a new one, or assign your QuickBooks Online Bank Account to an existing one:


  4. For cost items published as Bills, setting a Bank Account in Dext under Payment Methods is optional.


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