Hi there, greenplants.
We have a QuickBooks Bill Pay that has a bill approval feature. You can use this feature if you have QuickBooks Online (QBO) Advanced and sign up for Bill Pay Elite. If you switch from QuickBooks Bill Pay Elite to another plan and don't have the Advanced version, you'll lose bill approval features and some roles and permissions settings. It means that pending bills can be paid without approval, and some roles will have limited functionality.
Here's how to create a bill approval workflow:
- Go to Workflows and click on the Templates tab.
- Select the Bill Multi-Condition Approval template and name it.
- Set conditions for the amount, vendor, location, etc., and choose the bill approver. Optionally, notify your team via email.
- Edit the email details if needed.
- Fill out additional conditions if necessary, then save and enable the workflow.
For the detailed steps, visit this article: Set up roles and permissions for paying bills with QuickBooks Bill Pay.
Check out these resources for managing bills within the program:
I'm just a few clicks away if there's anything else you need to know about the bill pay feature. We're available 24/7.
