Other questions

Hello juliakindsupply,

Having an option to add a payment method when setting up Workflow would be a great advantage, especially for customers who find it beneficial.

As of now, this feature is unavailable in QuickBooks Online. With that, I recommend sharing a proposal with our developers. Here's how:

1. Click the Gear icon.
2. Under PROFILE, select Feedback.
3. Type in a few words to describe your suggestion.
4. Click Next.

Furthermore, I've added this article that details how you can manage workflows: Use workflows in QuickBooks Online Advanced to send reminders.

Keep me posted whenever you have concerns about setting reminders for your customers or your team.