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SEBEssex
Level 1

In Quickbooks Advanced, how do I set-up a User to be able to Approve Bills only, so that I can add them to the Bill Approval Workflow?

 
1 Comment 1
Jelayca V
QuickBooks Team

In Quickbooks Advanced, how do I set-up a User to be able to Approve Bills only, so that I can add them to the Bill Approval Workflow?

I've got you covered, @SEBEssex.

 

You can consider assigning the user to the Bill approver role on the Manage users page. This role is limited to approving bills only, preventing them from making payments or other actions related to bills or payments. I'd be glad to guide you through this process.

 

Here's how:

 

  1. Select the Gear icon, then Manage users.
  2. Click the Add user button and enter the necessary information.
  3. In the Roles section, assign the Bill approver role.
  4. Hit Send invitation.

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If the user has already been added, you can simply select Edit in the Action column and assign the user's role.

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Once the invitation is sent, the user will receive an email to approve the role.

 

After approval, you can proceed to add the user to your Bill Approval Workflow. You refer to this video in the article to be guided on the process: How to set up and use bill approval workflows in QuickBooks Online

 

I'm also adding these articles to guide you with customizing and adding tasks to your teams for additional reference:

 

 

You can always get back here and post other concerns you may have about managing bill workflows in QuickBooks. Have a good one and stay safe. 

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