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:
- 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 type Account Type Credit Card Bank Credit Card Current Asset Cash Bank Credit Card Current Asset Cheque Bank - Synchronise the data to Dext by overwriting the
integration (click on the Reconnect button on the Integrations page):
- 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:
For cost items published as Bills, setting a Bank Account in Dext under Payment Methods is optional.
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