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jiminok
February 1, 2024
Question

Setup Workflows in Enterprise Desktop 2021 with Approvals

  • February 1, 2024
  • 1 reply
  • 0 views

In one of the videos it showed how to set up Workflows under the Company menu.  However, I don't see that as an option.  I want to limit a user in what they can do and approve the results.

 

Could you please point me in the right direction?

 

Thank you.

1 reply

JaeAnnC
JaeAnnC
February 1, 2024

Welcome to the QuickBooks Community, @jiminok.

 

Please note that approval workflows are only available with QuickBooks Desktop (QBDT) Enterprise Platinum and Diamond subscriptions. If you wish to use this feature to allow your employees to get timely reminders about approval deadlines, you can consider upgrading to a compatible plan.

 

With QBDT Enterprise, you may choose from 14 predefined roles to assign to your employees, so you can limit their access to your books. Here's how:

 

  1. Go to the Company menu and click Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then OK.
  4. Click the Role List tab.
  5. Choose a role and click Edit to review its permissions. 
  6. In the Area and Activities section, choose an area of your accounts. You may select None, Full, or Partial to set the access level.
  7. Once done, click OK.

 

I'll share this reference for more information: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Additionally, you can run and customize reports in QBDT based on your business needs to view information regarding your sales and expenses. 

 

Feel free to reach out to us anytime whenever you need help with workflows and user access. The Community is always available to assist you further. Keep safe, and have a good one.

J
jiminokAuthor
February 1, 2024

Thanks for the response.  

 

Is there a list of preset workflows that come with it?

Nicole_N
Nicole_N
February 2, 2024

Thanks for reaching back with your follow-up question, @jiminok.

 

QuickBooks Desktop Enterprise typically offers customizable workflows for Bill & PO approvals. You can select a template to set up an approval process for who can approve purchase orders and bills, as well as what dollar amount requires approval. 

 

 

When set up, the custom approval process sends notifications to the appropriate team members or departments when a purchase order or bill needs approval. This can help you save time and ensure that all purchases and bills are reviewed and approved by the appropriate people within your organization.

 

Please visit this video tutorial to learn more about the setup process: How to set up custom bill approval workflows in QuickBooks Desktop Enterprise.


Furthermore, you'll want to visit our Help Articles page to browse for some information related to managing workflows in QuickBooks Desktop.

 

I'm all ears if you have additional questions and concerns relating to workflows and user access in QuickBooks. Just leave a reply below and I'll be sure to get back.

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