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How does the Expense Creation and Approval workflow for QuickBooks Online work?

Updated over a month ago

In ApprovalMax, you can set up multi-step approval workflows for Expenses. Users of Organisations connected to QuickBooks Online can create Expense requests directly in ApprovalMax.​

This is how the approval of Expenses created directly in ApprovalMax works

  1. Expense requests are created and submitted for approval in ApprovalMax or pulled from Dext

  2. The multi-step approval workflow starts as predefined in ApprovalMax

  3. The respective managers get notified that their approval is required, and make their decision

  4. ​When all approvals are in place, the approved Expense and the automatically generated audit report get pushed to QuickBooks Online



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