QuickBooks + Approval

made easy.

How does Approval work with QuickBooks?

With QuickBooks and Approval by MESA integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.

• Enhanced Decision Control

  

  By integrating Approvals, you can insert critical checkpoints within automated workflows. This ensures that sensitive or significant decisions, such as discounts over a certain percentage or large bulk orders, are reviewed by a human, maintaining a balance between automation and human judgment.

• Risk Mitigation

  

  Approvals add an essential layer of security and oversight, reducing the risk of errors or unauthorized actions. For instance, approving or denying a refund request based on specific criteria ensures that refunds are handled appropriately, minimizing potential losses or fraudulent activities.

• Custom Workflow Management

  

  The flexibility to add approval steps within various parts of the workflow allows for customization that aligns with the business's unique processes and policies. Whether it's quality control, finance, or customer service, Approvals can be tailored to different departments.

• Improved Collaboration and Accountability

  

  Approvals foster collaboration by involving relevant team members in decision-making processes. This encourages clear communication and creates a documented trail of who approved or denied a specific action.

• Solve more business-critical tasks

  

  MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challeneges can be solved through the power of no-code automation solutions.