Quickbooks Online Elite Bill Pay - CFO Reacts to New Features

For Accountants, you can get 90% off QBO Elite and Premium through July 31, 2026 using this link: https://financialtechlab.com/90OFFBILLPAY Videos mentioned: QBO Bill Pay: https://www.youtube.com/watch?v=EUBzGPn_xqA QuickBooks has finally added what accountants and small business owners have been asking for — bill approval workflows. This video breaks down the advanced features in QuickBooks Online Elite Bill Pay, including custom approval workflows, role-based permissions, AI-assisted bill data extraction, and payment scheduling. If you've been looking for a reason to stay natively in QuickBooks instead of adding a third-party AP tool to your stack, this might be it. Jump to: 0:00 - Introduction 2:23 - Activate Bill Pay 3:07 - Basic vs. Premium vs. Elite Plan Breakdown 5:28 - 90% Off Deal for Accountants 6:12 - Upgrading to Elite & Demo Account Setup 6:24 - QuickBooks Advanced vs. Plus: User Limits & Custom Workflows 8:05 - Uploading Multiple Bills at Once 8:52 - Bill Approval Workflow in Action 9:52 - Duplicate Bill Detection 10:41 - AI Autofill: Line Items, Handwriting & Categories 14:32 - Submitting a Bill for Approval 15:26 - How the Approval Workflow Looks on the Approver's End 16:42 - Reviewing More Uploaded Bills 17:06 - New Vendor Detection & Requesting ACH info 19:08 - Scheduling Payments & Combining by Vendor 20:35 - Payment Speed Options & Fees 22:53 - Building Custom Approval Workflows 23:37 - "Bill" vs "Bill Payment" Approvals 24:40 - Setting Up User Roles & Permissions 25:34 - Tiered Approvals by Dollar Amount 27:20 - Wrap-Up & Final Thoughts This video is sponsored by Intuit. All opinions and demonstrations are honest reflections of the product. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.