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ARJS
Level 1

QuickBooks online Bill Approval Workflow

 
ARJS
Level 1

QuickBooks online Bill Approval Workflow

"...there is only one person allowed to approve bills, is there a way we can assign the task to someone other than the approver? so the bill will have 2 approvers instead of one."

 

I do not see the above question answered. To restate: Is there a way in QBO Advanced to create a task workflow that requires TWO approvals for bills? Can it be set up for a bill to go to user/approver #1 and then when they approve it, it goes to user/approver #2. The bill would not be payable until after BOTH approvals were complete. Does this functionality exist?

Charies_M
Moderator

QuickBooks online Bill Approval Workflow

Good day, ARJS.

 

The option to make automatic approval for two bills once both are complete isn't available. QuickBooks approves transactions individually. 

 

You may want to look for a third-party application that can help you achieve this task. There are plenty of applications or apps developed by third-party businesses that sync or integrate with your QuickBooks account. These apps can extend account functionality and provide additional services for your business.

 

To find a tool for pricing rules, perform the steps below:

 

  1. Login to qbo.intuit.com
  2. From the left menu, select Apps.

 

 QuickBooks. Our door is always open and I'm here to help you at any time. Click the Reply button below to notify me. Have a wonderful day!

Fiat Lux - ASIA
Level 15

QuickBooks online Bill Approval Workflow

@ARJS 

Open a separate Melio account for free to get more features and integrate it with your QBO. Business owner and admins can approve payments that exceed a certain amount.

https://melio.grsm.io/quickbooks

 

MCRP
Level 2

QuickBooks online Bill Approval Workflow

You gotta love Inuit's canned responses that absolutely never answer the questions actually being asked. It's always a bunch of regurgitated marketing crap about the bare bones basics of their new "improvements." You're correct in deciphering that no, email text is not automatically uploaded into QBO with any of their integrations/automations which renders the bill approval workflow useless in many cases. 

david385
Level 1

QuickBooks online Bill Approval Workflow

Has this question ever been answered?

 

I'm trying to add multiple bill approval workflows, but only allowing me to enable one at a time. This is an issue because we have multiple vendor bills that need approval from different managers in our company. Can someone please advise?

MJoy_D
Moderator

QuickBooks online Bill Approval Workflow

I can share some information about adding multiple bill approval workflows, @david385.

 

Currently, the option to add multiple bill approval workflow is still unavailable. That would be a great addition to our current features, so I'll take note of it. I also encourage you to leave feedback from within the product. 

 

Here are the steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion. 
  3. Click on Next to submit feedback.

 

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

Here's also more information on how to set up and use bill approval workflows in QuickBooks Online Advanced

 

Then, here's how you can track your bills and payments: Enter and manage bills and bill payments in QuickBooks Online

 

Let me know in the Reply section if you need further information about bills. Keep safe, and have a great rest of the day!

Fiat Lux - ASIA
Level 15

QuickBooks online Bill Approval Workflow

@david385 

Consider to signup for a separate Melio account for free to integrate with QBO.

https://affiliates.meliopayments.com/pricing

 

It lets you assign different roles to your team members:
Owner

The person who created the account is the owner. The owner role has access to all the functions, including: approve payments, add/delete team members and assign roles to members. There is only one owner of a Melio account.

 

Admin

The admin role is similar to the owner with the exception of the admin can’t modify an owner’s user role. They can approve payments as well. There can be more than one admin of a Melio account.

 

Accountant

We recommend assigning the accountant role to the business’s actual accountant. The accountant can edit bank details and connect to the QuickBooks account. But they need the approval of the owner/admin for payments over a certain amount. There can be more than one accountant per Melio account.

 

Contributor

The contributor can only make payments up to a certain amount. They need the approval of the owner or admin for other payments. There isn’t a limit on the number of contributors to a Melio account.

 

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