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Sync approval status in Quickbooks

The accountants and owners need to see the approval status in QuickBooks as they do not use Dext. Currently this information does not transfer to QuickBooks and QuickBooks online has a spot for approval status. They should be able to open a bill in QB and see that it has been approved without any additional documentation.

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Liliana Winffel shared this idea  ·   ·  Report…  ·  Admin →

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  • Rachael Black commented  ·   ·  Report

    For our auditors we must show the history of invoices being approved, currently we have to save the history in DEXT as a file and attach into Xero as an attachment. It is a manual process unfortunately and takes up additional time.

  • Courtney Esteban commented  ·   ·  Report

    Have the approval workflow trail documentation uploaded into QBO online with invoice/expense reports, like what Approval Max does