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ckokaram
Level 2

QuickBooks Desktop Online Bill Pay Approval Controls

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?

7 Comments 7
Kevin_C
QuickBooks Team

QuickBooks Desktop Online Bill Pay Approval Controls

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:

 

  • Set approval controls when processing and sending payments to vendors.
  • Manage users who can access the bill pay account.
  • Other concerns about the Online Bill Pay feature.

 

Here's how you can get in touch with an agent:

 

  1. In QuickBooks Desktop (QBDT), press F1 on your keyboard to open the Help page. 
  2. Click the Contact Us button.
  3. Enter your concern in the box and select Continue
  4. Choose either Start messaging or Get a callback

 

Contact DT 1.PNG

 

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!

Fiat Lux - ASIA
Level 15

QuickBooks Desktop Online Bill Pay Approval Controls

@ckokaram 

Which QB Desktop year version do you have?

ckokaram
Level 2

QuickBooks Desktop Online Bill Pay Approval Controls

Pro

Fiat Lux - ASIA
Level 15

QuickBooks Desktop Online Bill Pay Approval Controls

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.

ckokaram
Level 2

QuickBooks Desktop Online Bill Pay Approval Controls

Yes, Pro 2021. Thanks.

Fiat Lux - ASIA
Level 15

QuickBooks Desktop Online Bill Pay Approval Controls

First option, explore this one

https://billcom.grsm.io/qbd

 

ckokaram
Level 2

QuickBooks Desktop Online Bill Pay Approval Controls

Thank you!

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