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February 7, 2024
Question

Purchase Order set max amount - approval process?

  • February 7, 2024
  • 1 reply
  • 0 views

Hello,

I am trying to find a way for 2 of my purchasers have a max PO limit of $5,000 - any amount over requires an approval. Is there a way to do this in QB Desktop? Maybe in the User Roles? I've been looking for a few hours now and cannot find a solution.

Please help!

Thank you,

K

1 reply

February 7, 2024

Hi SIMEM11,

 

Welcome to the Community. QuickBooks is designed to help you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to provide more info so you're on the right path. 

 

The Purchase Order functionality you've described above isn't available in QuickBooks. I can see the benefit of having this and I encourage you to send feedback about this to our engineers. You can do this by clicking on the Help menu and looking for Send Feedback Online. I also recommend looking into third-party apps on our site that can help you with this. You can search for these apps on our site desktop.apps.com. I suggest choosing an app that suits your business needs based on the app description and reviews. 

 

In case you have additional questions, don't hesitate to reach back to me in the comments below. I'm here to help you achieve your QuickBooks goals.