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sushil-kumar
Level 1

Hi Team, I'm looking for approval option in Quickbooks. Is there any option in Quickbooks to approve invoice and payment by authorised person?

 
2 Comments 2
RenjolynC
QuickBooks Team

Hi Team, I'm looking for approval option in Quickbooks. Is there any option in Quickbooks to approve invoice and payment by authorised person?

I appreciate your time reaching out to us here, sushil-kumar.

 

The approval option for invoices is currently unavailable in QuickBooks Online. What you can do is add a standard user with limited access to customers. Then, have them create an invoice and approve the invoice.

 

Here's how:

 

  1. Go to the Gear Manage users. If you can’t select this, you don’t have permission to manage other users. Contact an admin user for help.
  2. Click the Add user button.
  3. Select the user type you want to create. More options will appear on the screen depending on the user type you select.
  4. Enter your new user’s name and email address, and hit Save.

Please see this sample screenshot for a visual reference:

 

 

I've got this article for more information: Add and manage users in QuickBooks Online.

 

You can also look for a third-party application that you can integrate with QuickBooks Online and has the approval workflow capability. Feel free to visit our website to check for the apps here: QuickBooks Online Apps.

 

If you need help with other task in QuickBooks, you can check our general help topics page for the articles and tutorials.

 

I'm always around if you have any follow-up questions or other concerns. Take care and stay safe.

Fiat Lux - ASIA
Level 15

Hi Team, I'm looking for approval option in Quickbooks. Is there any option in Quickbooks to approve invoice and payment by authorised person?

@sushil-kumar 

You may need a 3rd app to do so and integrate it with your QBO account.