How To Create Workflows in QuickBooks Online Advanced

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How to Create workflows with an existing template

There are over 60+ workflow automation templates for invoices, bills, estimates, purchase orders, bill payments, etc.

1. Go to Workflow automation, then select Templates.
2. Select the template you want to use.
3. Enter a name for your workflow, or keep the default.
4. Set the actions (what QuickBooks should do) and conditions (when it should happen).
5. To add more conditions, select + Add another condition.
6. Select Save and turn on.

1. Go to Workflow automation, then select Templates.
2. Select the template you want to use.
3. Give the workflow a name, or use the default name.
4. Set the actions (what you want to do) and conditions (when this happens) for your template.
5. Select +add another condition if you want to add more conditions. 
6. Select Save and turn on to turn on the workflow.