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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
jamespaul
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Hello, MCRP.

 

I appreciate your time in sharing your thoughts on the different scenarios involving the workflows. I do agree that having multiple active workflows would make the feature more flexible to other scenarios in entering your bills in QuickBooks. 

 

You aren't missing anything at all. To further elaborate, we can only have one active workflow for each transaction type.

 

Though, we can create another template of the same type but they would need to have a different set of conditions. We would also still need to disable the active one and enable the template we need to use. 

 

wf1.PNG

 

As suggested before, we can send feedback to our developers about the option to have multiple bill workflows in QuickBooks. Click on the Gear icon menu, then select Feedback.

 

Alternatively, you can click on the Give feedback button on the Workflows page. A popup will appear asking you to enter your suggestions and thoughts. 

 

Our developers will review your inputs for future improvements on the Workflows feature in QuickBooks Online Advanced. 

 

Need more help with the Workflows feature? This article will shed some more details about it: Use workflows in QuickBooks Online Advanced to send reminders

 

If you need to manage your entries through reports in the future, we can run a few Management report presets in QuickBooks. This article will guide you through the process: View and edit Management Reports in QuickBooks Online

 

Do you have any other thoughts and suggestions about the features in QuickBooks Online? Share them here and I'll ensure they are addressed accordingly. 

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