Workflows

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!

Thank you for your reply, It was helpfull 

@Sofi C 

Another option, you can signup for a free Melio account to integrate with QBO as a workaround. You can set 2 approvals to pay your bills.

https://affiliates.meliopayments.com/quickbooks

You can also get $100 as cashback to pay the first bill.

https://affiliates.meliopayments.com/cashback

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?

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.