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I am trying to send my first invoice, a pop up keeps showing saying I need internal approval? How can I solve this please? I am the only person that has access
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You can easily turn off the invoice workflow approval in the Workflow automation menu, @hi90.
Here are the steps to guide you through the process in QuickBooks Online (QBO):
- Navigate to the Workflow automation menu.
- Access the My Workflows tab.
- Locate the specific invoice workflow.
- Click the Switch button from the On/Off column.
- Check the invoice box that needs approval and click Approve.
- Select Continue and hit Done.
For detailed guidance on managing approvals, please check out this article: Managing workflows in QuickBooks Online Bureau Dashboard.
Also, to help ensure customers don't forget about pending invoices, we recommend this resource: Send invoice reminders automatically or manually in QuickBooks Online. It's a useful read to help your customers stay on top of their commitments.
If you need further assistance with disabling features or have any other QuickBooks-related questions, please feel free to comment or post a new query. We're here to help you at any time.
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It’s a bug in IOS app.
Worflow only exists in Quickbooks Advanced, so this message shouldn’t appear at all in Quickbooks Plus etc.
See this post here.
Quickbooks are aware and working on a fix.