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November 14, 2019
Question

Is there a way to have someone approve Vendor Bills using QBO?

  • November 14, 2019
  • 2 replies
  • 20 views
No text available

2 replies

November 14, 2019

I am not sure there is any approval policies in QuickBooks yet (including in the latest update of Online Bill Pay service). You have to use an AP app to get the feature and integrate it with QBO. There are many options in market.

MaryLurleenM
Level 6
November 14, 2019

Yes, there is, ljohnsenita.

 

You can set up a user with limited access to vendors and purchases. This type of user can enter bills, pay bills, and many more. You can learn more about that here: Learn about user types in QuickBooks Online. Then, go directly to Limited (Vendors and purchases).

 

Here's how you can add the user:

  1. Go to your Manage Users screen.
  2. Select Add user.
  3. Select Standard user, then select Next.
  4. Select Limited, then check Vendors. Click Next.
  5. Enter new user’s name and email address, then select Save.

I'll be right here if you got additional questions about user access in QuickBooks.

July 23, 2020

Hi Mary,

 

Is there a way to set up my online plus account so that I draft checks and get authorization to issue them from my supervisor. I'm looking for something like an online approval process in QBO that could demonstrate to an auditor that authorization protocols were completed for each check or other payment (ACH) we issue.

 

Thanks!

Fiat Lux - ASIA
Level 14
July 23, 2020

@jgipper 

Explore MP and integrate it with your QBO to pay your bills. As your account's owner, you can invite contributors who can then add and schedule payments that require approval. You can also invite admins to manage the entire account and approve payments scheduled by contributors.

https:// melio.grsm.io/quickbooks