Quickbooks Bill Pay Elite

Hello there, @ACECCO. Thank you for reaching out to the Community.

I'll be sharing some insights about the QuickBooks Bill Pay Elite approval.

Currently, the multiple approvals for invoices in QuickBooks Bill Pay is unavailable. I encourage you to use a similar app to QuickBooks Bills Pay that allows for multiple invoice approvals.

Refer to this article to know more about bills, checks, and expenses in QuickBooks Online: Learn the difference between bills, checks, and expenses in QuickBooks Online

I'm here to help with any questions you may have about QuickBooks Online. Feel free to ask and I'll do my best to assist you.
 

Thank you GenmarieM. That's too bad - do you know if it is "in the works" to have multiple approvers as an option? 

Also, I'm trying to set up a colleague to enter bills for approval. Every test we do it "auto-approves" yet in her user profile she is a "bill clerk" and only authorized to enter bills, but not to approve them (see the PDF that shows a screen shot of her permissions). Yet every test she's entered is "auto-approved." Any thoughts? Thanks so much! 

It's really sad when Intuit is advertising Bill Pay Elite does have the option for multiple approvers and now, you're saying it does not.  Why then would I sign up for Bill Pay Elite?  

Thanks for getting back to us, @ACECCO.

Allow me to chime in and help you set up a bill approval in QuickBooks Online.

Since you've set your colleague as the Bill clerk, we can create a bill approval workflow to have their permission to approve.

Bill Pay Elite customers can add a bill approval workflow. Here’s how:
 

1. Select Workflows, then the Templates tab.
2. Select the Bill Multi-Condition Approval template.
3. Give your template a name.
4. In the When this happens block, use the dropdowns ▼ to choose conditions for the amount, vendor, location, or a combination of conditions. This is what triggers the approval process. Select Add Condition if you want to add more than one.
5. In the Do this block, select the bill approver for when your set conditions are met. Also, you may select the Email to your team checkbox to notify your team.
6. (Optional) Select ✎ Edit next to Email to your team to change email recipients, Subject, or email Message. When finished, select Save email. Any recipient(s) saved here will receive action required emails when this condition is triggered.
7. Repeat steps 4 and 5 to fill out additional When this happens and Do this blocks in the event that your initial conditions are not met.
   Note: If a bill isn't reviewed after 30 days, it's automatically denied.
8. When finished, select Save and enable.
    

When a user with appropriate permissions, like a bill clerk, saves a bill that meets the workflow conditions, they are prompted to choose whether to send it for approval or close it for later submission. If they select "Send for approval," the bill is saved with a "needs approval" status until it is sent to the bill approver. This allows for proper control and tracking of bill approvals within the workflow process.

You can also check further details in this article to review the settings for bill pay approval: Set up roles and permissions for paying bills with QuickBooks Bill Pay.

If the settings are all set but the issue still persists, I recommend contacting our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:
 

1. Use the Help (?) icon.
2. Click Contact Us.
3. Enter a description of your situation in the What can we help you with? field then hit Let's talk.
4. Select Start messaging or Get a call.

Be sure to review their support hours so you'll know when agents are available.

In addition, you can check this link to learn how QuickBooks Online automatically matches your QuickBooks Bill Pay transactions and how you can manage automatic matching: Automatically match QuickBooks Bill Pay transactions.

Let me know in the comments below if you have other vendor concerns and questions about managing bill pay in QBO. I'll gladly help.

Thank you for the information. Unfortunately, it's not working 100% (some bills get the "send for approval" and others do not. So I will be cancelling my organization's Elite service since it's not meeting all of my needs. I hope it is improved and I'm able to use it in the future. 

Welcome back to the thread, ACECCO. I can understand how having multiple approvers feature for bills in Quickbooks Pay Elite is useful for running your firm. Allow me to lead you through the process of providing feedback so the mentioned option is presented to the Product Development Team.

I recommend going to the Feedback section in QuickBooks Online. You can then make a request about having the feature to implement multiple approvers or the option that you need in the program.

Here's how:

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

Furthermore, please know that all suggestions are being considered by our product engineers based on the volume of requests and their influence on the user interface before they are implemented. 

Lastly, refer to this article if you need a specific report that tells you where your company stands, in terms of expenses and accounts payable: Customize vendor reports.

You can add a comment below if you have follow-up questions about this matter or any QuickBooks-related concerns. I'll be around to provide further assistance, ACECCO. Take care always!

@ACECCO @Mohawk81 

Consider to signup for a separate Melio account for free to integrate with QBO. It offers a multiple (2 maximum) approver workflow. You can do this by going to Settings>Payment approval workflows and, when adding a workflow, selecting the number of admins needed to approve (1 or 2 admins) for a particular Contributor user, for a particular amount, or both.

https://affiliates.meliopayments.com/quickbooks

You can also get $100 as cashback.

https://affiliates.meliopayments.com/cashback

Thank you for the recommendation to use Melio.  That's the problem.  We're trying to condense the number of peripherals we're using to accomplish simple daily bookkeeping & accounting tasks.  The problem is Intuit advertises a product, Elite in this case, as a product ready to use.  We subscribed to it, and then find out post subscribing it's not fully been deployed.  This is contrary to their advertised propaganda!  What other companies do this?  It's fecal matter!  And now, do to subscribing to the Elite bill pay portion, it caused are software to malfunction.  I've been waiting eight days for Intuit to fix our QBO Advance to allow me to update User's Roles.  No word to date from them as to the status.  It also crashed their App.