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ShulyM
Level 2

QB Enterprise

Hello-

I am inquiring about a way to set up a team to approve bills in QB Enterprise however, without having the team be exposed to other confidential features in the system.

let me explain-

currently we use Bill.com for this process then we sync into an enterprise:

1. Vendor bills are being emailed to Bill.com

2. accounting enters the bill in bill.com (with the pdf bill attached) and assigns it to an approver in another dept, our media/creative team

3. the approver logs in, reviews the bill, if looks good then approver assigns already existing Customer/job and approves, otherwise denies the bill if incorrect

5. accounting pays the bill 

All the above syncs into qb, no issues

my questions are

can this process as above be done in qb? With multiple users? And the other team that approve the bills can be set up with limits in qb?

anything similar can be done directly in qb so we can skip the extra monthly cost of bill.com?

if anyone can please provide step by step instructions then that’d be amazing.

thanks.

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