Resources
Invoice approval and workflow guides for QuickBooks Online teams
Practical guides for catching invoice errors, GST/HST gaps, duplicate invoices, coding issues, approvals, and audit trail problems before creating bills in QuickBooks Online.
First 20 invoices free. No credit card. No contract.
QuickBooks Online Invoice Workflows
Plaincount is not a replacement for QuickBooks Online. These guides focus on the validation-to-posting workflow that prepares invoices and creates QuickBooks bills.
Operational guide
Invoice errors before QBO
A practical guide for bookkeeping teams to catch duplicate, GST/HST, coding, approval, and audit trail issues before invoices are posted to QuickBooks Online.
Read guideTax validation guide
GST/HST invoice validation
How bookkeeping teams can review GST/HST details, tax codes, invoice totals, and approval context before posting invoices to QuickBooks Online.
Read guideDuplicate control guide
Duplicate invoices in QuickBooks
How bookkeeping teams can detect repeated PDFs and possible duplicate invoices before creating duplicate Bills or Expenses in QuickBooks Online.
Read guideCoding validation guide
Invoice coding validation
A field-level invoice coding checklist for bookkeeping teams reviewing vendors, accounts, bill lines, tax codes, and approvals before QuickBooks Online posting.
Read guideApproval workflow guide
Invoice approval bottlenecks
How bookkeeping teams can diagnose invoices stuck on coding, GST/HST, duplicates, ownership, or approval before QuickBooks Online posting.
Read guideAudit trail guide
Approval audit trails
What bookkeeping teams should record to prove invoice review, issue resolution, approvals, and QuickBooks Online posting references.
Read guideStop invoice mistakes before they reach QuickBooks.
Plaincount prepares your invoices, flags duplicates and GST/HST issues, and creates the QuickBooks bill after approval.
First 20 invoices free. No credit card. No contract.