How can I set up a workflow to filter out bills paid in advance and ensure unpaid bills go through the approval process? We are using Commonsku for exporting bills

I'll share more information about how the approval workflow operates in QuickBooks Online (QBO), Shaira.

The approval feature in QBO is primarily designed for authorizing transactions generated within the platform is available in QuickBooks Online Advanced, here's how:

1. Go to the Gear icon, and under Tools select Manage workflows.
2. Click + Custom workflow, and from the dropdown arrow choose Bill to choose Approval then Next.
3. Bill is Created or edited, then Bill payments status is Unpaid then Save.
4. When this happens Bill payment status is Unpaid, then Save.
5. Click Delete, Choose Delete when the pop-up message shows.
6. After clicking, Save turn on.

Additionally, feel free to check out these articles to learn more about creating and managing custom workflows in QBO Advanced:

• Use workflows in QuickBooks Online Advanced to send reminders.
• Customize reports in QuickBooks Online using modern view.

I’m here to assist you with any further questions or concerns regarding the workflow feature in QBO. Your success is my top priority. Wishing you a great day!