I appreciate all your time and effort in trying to get the workflow set up for your employee to work properly, jessbbg. Let me help and point you in the right direction on how to resolve your concern.
In QuickBooks Online (QBO) Advanced, use the feature mentioned to send reminders to your employees to complete specific tasks, such as creating an invoice or other transactions. You'll have to specify when and to whom QuickBooks should send reminders. Please know that we'll send them when the conditions are met.
QuickBooks also sends notifications to the task owner rather than the purchasing employee. If the task is set up for the former, I recommend contacting our QBO Care Team for further assistance. They can look over the workflow conditions. Then walk you through the process of implementing the permanent fix.
I've included some articles that go into great detail about the various workflow types and instructions on how to build a personalized task or workflow:
You can also use our online resources to help you complete your accounting tasks in QBO on time. There, you'll find topics and answers about payroll, taxes, banking, cash flow management, managing suppliers, and customer transactions.
Reach out to me again if you have other concerns about the workflow function or questions about QuickBooks. I'd be delighted to answer them for you. Have a good one and stay safe.
