PO approval process in QB

Thank you

Let me clear up your confusion about the QuickBooks Online Advanced PO approval workflow, DrutkennyM.

Within QBO Advanced, you can automate the purchase order approval process for specific vendors or above amount and send real-time notifications via email.

Regarding your question about what event fires the approval off to the intended user? It depends on the criteria you've set up. For example, when you create a template, there is an option as to who you will assign to approve, then it will only show on the approver tasks but not on your end.

Please note the following to learn more about PO approval workflows:

• Admins can create PO approval flows based on the amount, vendor, payment status, location, or term.
• PO approvals can be assigned as a task or sent an email to a designated Admin user based on the conditions created.
• POs that don't require approval based on established criteria are automatically approved.
• Approvers receive a notification and can approve or deny the PO in Task Manager or directly on the bill entry.

You can also check this article on how to add an accepted purchase order to a transaction: Add purchase orders to expenses, bills, or checks in QBO.

Let me know if you have additional questions about managing purchase orders. I'll be glad to help you more.