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luke1
April 11, 2024
Question

Workflows and Dext

  • April 11, 2024
  • 1 reply
  • 0 views

Hi all, 

 

We use Dext to process vendor receipts (credit card receipts, etc).  This allows us to take 40 users, upload receipts into Dext, and then each person had the ability to approve them and push them into Quickbooks.  

 

Anyway, I'm looking at expense approval workflows in QBO.   This works well, but does not appear to run on bills or receipts that have been pushed into QBO from Dext.    To clarify, if I create the bill inside of Quickbooks, it runs the approval workflow on it.   But if I push the bill into Quickbooks from Dext, it does not.    

Has anyone experienced this and have any suggestions? 

1 reply

I
Ivan_G
April 11, 2024

We're glad to have you here in the Community, luke1. I'm here to give information about importing data to QBO.

 

Momentarily, importing data from a third-party application to QBO is not an option. Alternatively, you can download a CSV file format of your data from Dext. Then, upload the file to QuickBooks. 

 

Also, you may contact the Dext Customer Support team to ensure you'll have the appropriate guidance during this process.

 

Furthermore, here's an article that contains information about importing files to QBO: FAQ - Importing data to QuickBooks Online.

 

In addition, I'll add this article that can help you manage your financial reports accordingly: Financial reports - QuickBooks Online.

 

If there's anything else that I can help you with, leave a comment below. The Community is open 24/7 to assist you.

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