Skip to main content
C
CLP417
March 3, 2024
Question

QBO Advanced Bill approval

  • March 3, 2024
  • 1 reply
  • 0 views

We have a no of companies with different versions of QBO.

The largest co is on Quickbooks advanced and I would like to set up Purchase Invoice approval.

I have been through the workflow and cant seem to find a way to do what I want which is to send the approval request to the person who set up the purchase order.

Location is used for the site location so cannot use that.

 

Is there a way to manually send out an approval to the person concerned??

 

Thanks

 

Charlotte

1 reply

I
Irene R
March 3, 2024

Welcome to the Community, CLP.

 

Allow me to share details on how you can set up bill approvals in your QuickBooks Advanced. 

 

You can create a workflow for your bills and make your customers approve them right after, to do that. Here's how:

 

  1. Go to the Gear Icon, then select Manage Workflow.
  2. Click + Custom Workflow.
  3. Select Bill for the record for workflow, then click on the Approval box.
  4. Create your workflow. 

 

You can notify who created the purchase order by editing the Notify and entering their email addresses. 

 

You can read more information on creating the workflow through this article: Create custom workflows in QuickBooks Online Advanced.

 

In addition, learn how to set up workflows to send reminders to your customers or your team: Use workflows in QuickBooks Online Advanced to send reminders.

 

Let me know if you have further inquiries about using the workflow features in QBO. I'll be sure to answer them at any time. Have a great day ahead!

Terms & ConditionsAccessibility statement