How to set up an auto-approval step (QuickBooks Online)
In the main menu, select the Organisation for which you want to specify an auto-approval step. Then go to "Approval workflows" page under "Workflows and settings" section:
![](https://support.approvalmax.com/galleryDocuments/edbsn2501b99dda9ca8255d3b5cf3b6cde0549103f7899a21da900537f796c5b97612ff177597c2444d740a83358188b48a08?inline=true)
Open the workflow for which you want to specify an auto-approval step and click on the “+” button to add one:
![](https://support.approvalmax.com/galleryDocuments/edbsn33ee388cc8df303077f72b46d3e4dcc73be62ddd1febb057752aa41a1fa08652471f852d1b48296494b3ac963081a64d?inline=true)
![](https://support.approvalmax.com/galleryDocuments/edbsn33ee388cc8df303077f72b46d3e4dcc72293925016db7d314dce1f2cc098b268757e5f7a8be38ad075b82e1651716e3e?inline=true)
You can create this step either during the workflow setup, or later.
In the pop-up, click on ENABLE to start the auto-approval step setup:
![](https://support.approvalmax.com/galleryDocuments/edbsnd6c76856cc150fa77b78e8c07c856bdb6ccb3c5313ed412e36bd600686a0b50aa2fa71a2cc4ebf1b62be9403ee838b6b?inline=true)
Click on HIDE to collapse the auto-approval step. You can return to the setup later.
Please note: auto-approval steps are not available in Vendor approval workflows for QuickBooks Online Organisations.
- To proceed with settings, click on the "Auto-approval settings" button:
![](https://support.approvalmax.com/galleryDocuments/edbsnc341a9cb9fc8b22d672ad9f451097f8e9047d16c2bfb35f2c6106ab0e6dacc40bb55713871444a12636cc467de41f1c8?inline=true)
Add a rule description for auto-approvals and set up the rules:
![](https://support.approvalmax.com/galleryDocuments/edbsn33788903a657f4bf02111c6288caa16dd065dd521391af2a48f1e62e10a5bcdbcc0600a2b211d1a90a7921b0187d11ae?inline=true)
![](https://support.approvalmax.com/galleryDocuments/edbsnd7d63fd65f6568ab8c1f6b5c00b97677a804633c123caa7c0e10f0148f53c7484aeb6de48866a7ea9af8a49b35b05e03?inline=true)
You can set auto-approval rules based on fields such as:
Requester (Purchase Order, Bill workflow)
Total amount
Vendor
Product/Service
Category
Customer
Location
Class
To delete a rule, click on the
icon and remove rule.
![](https://support.approvalmax.com/galleryDocuments/edbsnd5200c16e6f832fea8935c3f1af7e5b03082e14d3e85eb1224ce0f5a244cdd2c8786266bdfc48e00812dac1c51b3423e?inline=true)
When ready, click on DONE to save your workflow settings.
Please note: the rules in an auto-approval step will be checked first. If the rules in the auto-approval step are not met, the request will pass through the other approval steps.![](https://static.zohocdn.com/zoho-desk-editor/static/images/file.png)
If one of the rules in the auto-approval step is met, the request will be auto-approved.