Hi there, epicwonders. Let me provide the steps for setting up permissions for Bill pay and Bill approval in QuickBooks Desktop (QBDT).
In QuickBooks, certain activities depend on user permissions. You can choose a template to configure an approval system, determining who's authorized to approve purchase orders and bills, along with the specific dollar thresholds that need approval.
To set up a user's permission for bill approval, here's how:
- Go to the Company menu, and click Set Up Approval Processes.
- Click Get started.
- Choose Bills, then select Set up.
- Enter the Description name. Then, enter the Conditions and Actions.
- You can customize the email if you want.
- Once done, click Save and activate.
Once set up, your account will request approval when you process your bills, just click Yes, send for approval.
Additionally, visit our website to learn how to run and customize reports in QBDT to gain insights and streamline your business operations.
Comment to this post if you still have concerns about bill pay approvals. I'm here to help in any way I can.
