How to create QuickBooks Online Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. Among them:
- Without going through the approval workflow: Pulling Bills from QuickBooks Online
- Direct Dext to ApprovalMax integration for Bill creation
- Bill creation in ApprovalMax
Bill creation in QuickBooks Online
ApprovalMax allows the proper tracking of Bills that were created in QuickBooks Online, without going through the appropriate approval workflow in ApprovalMax.
Direct Dext to ApprovalMax integration
Integrating Dext with your ApprovalMax "Bill Creation and Approval" workflow enables Dext to push cost items directly to ApprovalMax. ApprovalMax will then run them through the predefined "Bill Creation and Approval" workflow and, after full authorisation, push them to QuickBooks Online.
Bill creation in ApprovalMax
In ApprovalMax, you can create Bills in the same way you create Purchase Orders:
First, set up the "Bill creation and approval" workflow with Requesters, approval steps and Approvers. Use the Requester matrix and Approval matrix just as you do for the Purchase Order workflow:
All Requesters you add to the "Bill Creation" step in the "Bill Creation and Approval" workflow will have access to Bill creation in ApprovalMax via the 
button in the top right-hand corner:
In your Organisation, select "Bill" and click on "CREATE A REQUEST".
You can now enter the Bill details and attach the original invoice as a file.
When you then submit the Bill for approval, it will run through the predefined workflow. Once all approvals are in place, the Bill will be pushed to QuickBooks Online and include a detailed audit trail of the entire workflow as well as all attached documents.
Copy Bill from PO
It is possible to copy fully approved in ApprovalMax QuickBooks Online PO to a Bill. For more details please refer to: How to copy QuickBooks Online PO to a Bill?
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Video: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax
ApprovalMax product walk-through: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax - YouTube You can also ...How to copy QuickBooks Online PO to a Bill?
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill Creation and Approval" workflow. This is how it works: ...How can I stop pulling Bills from Xero?
Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...Can I pull Bills from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling existing Bills from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Bills directly in ApprovalMax, run them through predefined approval workflow ...Video: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax
ApprovalMax product walk-through: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax https://www.youtube.com/watch?v=6T80pfkP_bU You can also refer to this article: How to copy Xero Purchase Orders to a ...