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S
Sofi C
November 23, 2023
Question

Workflows

  • November 23, 2023
  • 1 reply
  • 1 view

When I enable a workflow can I put 2 approvers on the same range, so they make a joint approval? 

1 reply

G
GenmarieMQuickBooks Team
QuickBooks Team
November 23, 2023

I’ve got some information to share with you about setting up 2 approvers on the same range in the created workflow, Sofi.

 

Currently, setting up two approvers on the same range isn’t possible in QuickBooks Online (QBO). Thus, I encourage you to submit feature requests to our Product Development Team. Rest assured that they will review and consider it for future updates, depending on the number of users' requests. 

 

Here's how:

 

  1. Select the Gear icon at the top.
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Select Next to submit.

 

Additionally, you can check out this article on how estimates and invoices can help you manage workflows and track approval status in QBO: Workflow features for estimates and invoices in QuickBooks Online Advanced.

 

If you have any other questions or concerns besides managing workflows, please don’t hesitate to add a comment below. I’ll be here to help you out. Take care always!

    J
    juliakindsupply
    January 3, 2024

    Can i use the "payment method" in my workflow in quickbooks online?

     

    I want the payment method in my subject line can I get it?

    Adrian_A
    Adrian_A
    Level 8
    January 3, 2024

    Hello juliakindsupply,

     

    Having an option to add a payment method when setting up Workflow would be a great advantage, especially for customers who find it beneficial.

     

    As of now, this feature is unavailable in QuickBooks Online. With that, I recommend sharing a proposal with our developers. Here's how:

     

    1. Click the Gear icon.
    2. Under PROFILE, select Feedback.
    3. Type in a few words to describe your suggestion.
    4. Click Next.

     

    Furthermore, I've added this article that details how you can manage workflows: Use workflows in QuickBooks Online Advanced to send reminders.

     

    Keep me posted whenever you have concerns about setting reminders for your customers or your team.

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