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noliver610
Jan 15, 2025 4:23 PM UTC
Question

Bill Approval workflow

I am trying to setup bill approval workflow. I have enterprise desktop platinum 2024 installed on my computer. I do not have the option to setup the approval workflow under the company menu. How can I access this?

3 replies

ChristineJoieRQuickBooks Team
QuickBooks Team
Jan 15, 2025 6:34 PM UTC

Thank you for the complete information you've provided, Noliver. It will serve as a baseline for conducting thorough navigation within QuickBooks Desktop. Before this session ends, I'll provide an accurate resolution to help you set your approval workflow.

 

The first thing to do is to update your QBDT account to the latest version. This will help you improve your experience while using the product and ensure the company gets the recent product improvements.

 

After that, verify the option if it's already showing under the Company menu. If not, let's repair your QBDT account by performing a QuickBooks Tool Hub.

 

Please follow the steps below:

 

Download the QuickBooks Tool Hub

 

1. Close your QBDT application.

2. Download the latest version of QuickBooks Tool Hub and save it in a folder where you can easily find it. 

3. Open the file you've downloaded (QuickBooksToolHUb.exe)

4. Follow the on-screen steps to install it and agree to the terms and conditions. 

5. Open the tool hub when the installation finishes.

 

Run Quick Fix my program

 

1. From your QuickBooks Tool Hub, choose Program Problems.

2. Select Quick Fix My Program.

3. Launch QuickBooks Desktop and open your data file.

 

If you continue to experience the same issue, please refer to the following article for further resolution: Repair your QuickBooks Desktop for Windows.

 

Once done, return to the Company menu to set up the approval workflow. You can follow the steps below:

 

1. Choose Set Up Approval Processes and the Get Started button, then Set up in the purchase order/bill under the Template card.

2. Next, sign in to your Intuit account as an admin. 

3. You’re taken to the approval process creation screen.

4. Input the name and description of the process.

5. Enter the conditions for purchase orders/bills when you want to

6. Pick the approver name and enter the email address

7. Choose Save & Activate and the approval process will activate for all the newly created purchase orders/bills.

 

For your reference, please refer to this article which includes a video tutorial for further guidance. Set up a purchase order and bill approval in Enterprise.

 

Additionally, here are some pages that will assist you in managing your bills, purchase orders, and accounts payable workflow: Accounts Payable workflows in QuickBooks Desktop.

 

I am pleased to offer more support concerning your bill approval workflow in QBDT. If you have any questions or need further clarification on the process, do not hesitate to leave a comment.

noliver610Author
Jan 15, 2025 8:10 PM UTC

I have tried everything that you suggested and it still does not show setup approval processes. Is this only available for certain service industries? Our company is was created as a general service-based business.

Rea_M
Level 10
Jan 15, 2025 10:06 PM UTC

I appreciate your prompt response, noliver610. I see the challenges you’re facing while attempting to access the bill approval workflow feature. I'll help you figure out why it’s not showing up on your end. Together, we’ll review the availability of this option so you can start effectively managing your expenses and streamlining your business operations.

 

The bill approval workflow is exclusively available in the QuickBooks Enterprise Diamond or Platinum plans. Since you’re subscribed to the Platinum plan, you can avail of this valuable feature, no matter what service industry you’re in. This will undoubtedly enhance your expense management!

 

Hence, you're unable to set up bill approval workflow in QuickBooks Enterprise, I'd recommend contacting our Customer Care team to verify your account details and access. Follow these steps to execute the process:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select the Contact Us button.
  4. Enter a brief description of your concern in the What can we help you with? field and click Continue. 
  5. Sign in to your Intuit account and select Continue. Then, click Continue with my account.
  6. We'll email you a single-use code. Enter your code and select Continue.
  7. Choose a way to connect (Chat or Callback).

 

Additionally, CAMPs provide you with a convenient way to manage your accounts, products, contacts, billing, and user ID access all in one place. You can easily review your charges, update your payment method, change your credit card, and adjust your billing information as needed. For a complete guide on how to perform these tasks, be sure to check out this article: Update your Intuit account with CAMPs.

 

I genuinely appreciate your engagement, noliver610! If there’s anything else you need, or if you have more questions about managing your account and expense entries, please feel free to reply below. I’m here to support you in any way I can. Wishing you a wonderful day ahead!

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