Manual workflows "are a royal pain", remembering to do this or that, and when to do it. You know exactly what I am talking about... "sending out the Bills", or "sending out Past Due notices", we all hate doing that junk!
Automating these kinds of workflows "would be a dream, right"? Well, "dreams can come true" because now QuickBooks Online Advanced has brought Advanced Workflows to help maximize productivity to our lives by eliminating those mundane manual processes we all hate to do. "Just how much time do you think this will save you?"
The New Automated Workflows available in QBO Advanced free you up from performing time-consuming manual processes. (Graphic illustration source: Intuit)
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With Automated Workflows QuickBooks Online Advanced users can configure reminders, approvals and triggers for various actions based upon their own defined set of rules making critical workflows possible for:
- Past due reminders: Automates sending a follow up email when an invoice is overdue.
- Bill reminder: Automates reminders when a Bill payment is due.
- Send invoice reminder: Automates reminders to send invoices.
- Reminder bank deposits: Automates reminders to create bank deposits.
- Stamp overdue invoice: Automates stamping a memo to an invoice whenever an invoice is overdue.
- Customer notification: Automates sending a notification to a customer when their payment is received.
- Send unsent invoices: Automates sending a saved invoice after the invoice is drafted.
The New Automated Workflows available in QBO Advanced will free users up from performing time-consuming manual processes. And because QuickBooks Online Advanced is designed to larger organizations, and the new Automated Workflows will scale across your business operations, your team can be more productive than ever.