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How can I specify instructions for QuickBooks Online Bill Requesters?

Updated over a month ago

Organisation Administrators can provide a message that will be shown to Requesters during Bill creation.

This is how you set up instructions for QuickBooks Online Bill Requesters ​

  1. In the main menu, select your Organisation and go to Approval workflows under Workflows and settings:​

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  2. Open the Bill workflow and click on theicon:​

  3. Type in the message that will be shown to Requesters during Bill creation. If you don't want Requesters to see any instructions, then leave this field blank.​

  4. Apply your settings by clicking on SAVE in the upper right-hand corner of the Workflow Settings window, then update the workflow.



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