This video walks through the initial setup required to start using Bill Pay in Float. You’ll learn how to configure funding sources, set up accounting preferences, and assign roles and approvals.
To get started with Bill Pay:
Begin by configuring your default funding sources in Settings > Bill Pay
If you use an accounting integration, enable bill imports and set up your accounts payable and clearing accounts to support automatic month-end reconciliation
You can assign the AP clerk role to team members who manage payables but don’t have permission to release funds
Create approval policies with spending thresholds and choose administrators, AP clerks, managers, or bookkeepers as approvers to match your Bill Pay workflow
For more details, see:
Configuring and Choosing Bill Pay Funding Sources
Configuring QuickBooks Online (QBO) for Bill Pay
Configuring the AP Clerk Role for Bill Pay
Configuring and Editing Bill Pay Approval Policies