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Track invoices based on approval status in QuickBooks Online Advanced

by Intuit Updated 5 months ago

QuickBooks Online Advanced has added an approval status filter on the invoice list page. You can now easily track invoices based on approval status. This is a multi-select dropdown filter that includes approval statuses Needs Approval, Pending Approval, Approved, or Denied Approval.

Here’s how to track invoices based on approval status:

  1. Turn on the Invoice Approval workflow to enable the filter on the Invoice list page. Go to Workflows, then My Workflows, then toggle the button to ON. This step is mandatory.

workflows.png

2. View the approval status filter on the Invoice page by going to Sales & expenses, then Sales, then selecting Invoices.

invoices page.png

3. You are able to select multiple statuses at a time.

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