bill approval workflow

Let me help you with setting up a bill approval workflow in QuickBooks Desktop, lcdexcavation.

If you are using QuickBooks Enterprise Diamond or Platinum 2022 version, we can set up rules to check which purchase orders/bills need approval for entry and payment. Here's how: 

1. Go to Company and select Set Up Approval Processes.
2. Tap Get Started, then Set up in the purchase order/bill template card.
3. Sign in to your Intuit account as an admin if you haven't already. You’re taken to the approval process creation screen.
4. Enter the name and description of the process.
5. Enter the conditions for purchase orders/bills when you want to trigger the approval process. You can set up conditions on Amount, Vendor name, and Vendor type.
6. Choose the approver's name and enter the email address of the approver.
7. You can customize the email subject and message.
8. Press Save & Activate and the approval process will activate for all the newly created purchase orders/bills.

Then, proceed to the next steps in this article to finish the process: Set up a purchase order and bill approval in Enterprise 22.0. If not, then follow the workaround provided by my colleague  Giovann_G. To pay your bills in QuickBooks Desktop for Windows, check out this article for the steps and details: Pay bills in QuickBooks Desktop. 

Also, Accounts Payable is the record of outstanding bills for your business. The first time you enter a bill, QuickBooks will add Accounts Payable to your Chart of Accounts. Once you enter or pay a bill, QuickBooks records the transaction to your Accounts Payable account. Here's an article you can refer to for more insights about Accounts Payable workflows in QuickBooks Desktop.

Make the most of QuickBooks exploration. If you have any debrief about the process, feel free to share them with us in this post. I welcome the opportunity to respond immediately. You have a good one.