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lizzie18
Level 1

Hello. Is there an internal control in place in QuickBooks for cash inflow and outflow? Let say an approval process in the system before online payment is processed?

Currently the control we have in QuickBooks is the proper assigning of admin access for the online payment processing. What I'm looking at is an additional control where the approver have to select a Yes or No to approve specific online transaction within QBO itself. Is there a function available that 's somewhat similar to what I'm looking for? Or any other controls in the system relating to cash or online payments? Thank you in advance.
4 Comments 4
ReymondO
QuickBooks Team

Hello. Is there an internal control in place in QuickBooks for cash inflow and outflow? Let say an approval process in the system before online payment is processed?

Thanks for sharing your concern in the QuickBooks Community, @lizzie18.

 

For now, the option to have an internal setting where the approver has to select a Yes or No to approve a specific online transaction within QuickBooks is unavailable.

In the meantime, you can utilize the user roles and access rights for your team in QuickBooks Online (QBO). This way, you can manage their roles and limit their access to specific tasks. You can also choose what they can see and do within different areas of QuickBooks like customers and sales or vendors and purchases.

 

For more details, you can check out this article: User roles and access rights in QBO.

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.


You can also personally send this suggestion to our developers. This way, they can review your request and most likely include it in our future updates.

 

Here's how:
 

  1. Click the Gear icon at the top, then select Feedback.
  2. Enter your comments or product suggestions and click Next to submit feedback.

 

You can also visit our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

lizzie18
Level 1

Hello. Is there an internal control in place in QuickBooks for cash inflow and outflow? Let say an approval process in the system before online payment is processed?

Thanks Reymond :) 

ZackE
Moderator

Hello. Is there an internal control in place in QuickBooks for cash inflow and outflow? Let say an approval process in the system before online payment is processed?

Thanks for following up with the Community, lizzie18.
 

I'm happy to hear ReymondO was able to help with your inquiry about approving transactions.
 

You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives.
 

Please feel welcome to post a reply or create a new thread if there's ever any questions. Have an awesome Monday!

Fiat Lux - ASIA
Level 15

Hello. Is there an internal control in place in QuickBooks for cash inflow and outflow? Let say an approval process in the system before online payment is processed?

@lizzie18 

Open a Melio account for your AP team and utilize its approval feature to pay your bills for free unless you pay bills by credit card.

https://melio.grsm.io/quickbooks

 

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