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R
rahmatullah-inar
June 14, 2024
Question

Can I convert bank feed transactions directly into purchase orders for the workflow approvals?

  • June 14, 2024
  • 1 reply
  • 0 views
I use QBO Advanced workflow approval for my client. This client is trying to go completely paperless and rely only on workflow approvals .
The bank accounts are connected and synced in the bank feeds however, they cannot be used due to the workflow approvals (purchase orders) missing in this dashboard

I am unsure if we can have an option to convert bank feed transactions directly into purchase orders?

Thank you

1 reply

G
GeorgiaC
June 14, 2024

Hi rahmatullah-inar, thanks for posting on the QuickBooks Community

 

In QuickBooks Online, purchase orders are non-posting transactions, meaning they aren't linked to any account. Because of this, it won't be possible to integrate bank feed transactions into POs using the workflow feature. 

 

If you would like to leave any feedback with our Product team for future enhancement requests, please see the Cog > Feedback in your account.

 

Thanks again for reaching out on the Community today. We'll be around if you have any further questions! 

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