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How can I specify instructions for QuickBooks Online Vendor Requesters?

Updated over a month ago

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


This is how you set up instructions for Vendor Requesters

  • Select your Organisation in the main menu and go to Approval workflows under Workflows and settings:​

  • Open the Vendor workflow:​

  • Click on theicon and type in the message that you want shown to Requesters when they create a new Vendor. If you don't want Requesters to see any instructions, then leave this field blank.​

  • Save your settings by clicking on SAVE in the upper right-hand corner of the Workflow Settings window and update the workflow.


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