Workflow consists of a sequence of connected steps. A workflow is a pattern of activity enabled by systematic organization of resources, defined roles and mass, energy and information flows into an organized work process. Many software systems exist to support workflows in particular domains. QuickBooks is not particularly known as workflow management system. But workflows can be built in QuickBooks.

At CI, we were involved in creating a workflow for filling advance request vouchers. A web application integrated with QuickBooks was created to handle the workflow. Application handled user management, creation of advance request vouchers and approve/reject functionalities. Depending upon whether the voucher is approved/rejected, the requester would get a confirmation mail. The information from the custom application was posted to QuickBooks. The payment information was posted as check in QuickBooks.

Contact us for creating custom workflows in QuickBooks at sales@ciindia.com