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We are a QuickBooks Desktop Pro user and would like to transition to using the online bill pay function. I believe our financial institution supports this. I’m wondering, though, if we can set up a level of control where one user enters the checks to be paid and another user (manager) can review and release them since the manager had been reviewing the physical bills and signing checks?
Thanks for sharing the details of your concern with us, @ckokaram. I can help you find the best support available that can provide clarification on this one for you.
I'd suggest reaching out to our Technical Support Team. This way, they'll be able to confirm if you can do the following:
Here's how you can get in touch with an agent:
Please take note of our business hours to ensure we can attend to your needs.
Additionally, you can check out these articles to learn more about vendors' transactions and learn more about the Online Bill Pay feature in QBDT:
You can also learn more about the accounts payable workflows in QBDT. This helps you track the money you owe your vendors.
Let me know how else I can help you with this service or QuickBooks concerns by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!
Which QB Desktop year version do you have?
Pro
Are you using a supported version? i.e QB Desktop Pro 2019-2022?
You can use a 3rd party app and integrate it with your QB Desktop to pay your bills online.
Yes, Pro 2021. Thanks.
Thank you!
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