Connection

Thanks for explaining your concern in such a great detail, HAM9. I'm here to share how you can continue using the ApprovalMax.

Once you're no longer a client, the QuickBooks Online Accountant owner will have to disconnect the connection inside the ApprovalMax. Then, they'll have to integrate your QuickBooks Online account directly.

To learn more about how this program works with QuickBooks Online, I've added this article: ApprovalMax.

Please let me know if you have additional questions or concerns about this. I'm always here to share more details. Keep safe always!

@CharleneMaeF thanks for your reply. Could you clarify the order in which the steps should occur for my knowledge. Is it in the following order?

1. Disconnect inside Approvalmax the QuickBooks organisation.

2. QBO company divorces the relationship with QBOA Accountant from QuickBooks.

3. Inside Approvalmax the same Account Owner reconnects the same organisation with the QBO company directly using the QBO Primary Admin credentials and not the past QBOA credentials since the two are not divorced.

Above will greatly help for my future knowledge. Thanks

I mean "now divorced"and not "not divorced", sorry for the typo in the last line of the penultimate paragraph above of above latest post.

Thank you for the detailed post, HAM9.

I’m here to ensure your concern about the order in the disconnection process for Approval Max is address to the right channel. 

In situations like this, I still recommend contacting the application’s customer service. They can explain in detail the flow of the integration process including the unlinking and reconnecting procedure. From there, you’ll know whose credentials to enter (Primary Admin or QBOA) to reconnect the app.

This information should point you in the right direction about your concern, HAM9.

This reference contains a video tutorial and instructions about connecting an app in the online program: HOW TO USE QUICKBOOKS APPS. The article is from another region, but the information still applies in the US version.

To get acclimated to the tasks and features in QuickBooks, let me share the link where you can access our self-help articles: QBO guide. These resources are arranged according to topics, so you’ll be able to view a specific write-up easily.

If you need further assistance while working in QuickBooks or have questions about using an app, don’t hesitate to click the Reply button and tag my name, @Rasa-LilaM. I’ll get back to make sure you’re taken care of.

@Rasa-LilaM I have already mentioned that. The Approvalmax Support has no answer and they ask me to contact QuickBooks.