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806806Red
Level 1

Does QBO have an expense request feature?

Our company requires all managers to request an expense and receive approval prior to making a purchase, or placing an order. They must provide information like, total price, tax, shipping, item count, vendor, reasons why, lead time, and order by dates. Currently, we do this on custom Google Sheets and tag the accountant to review.

 

Does QBO have a built in feature to request expenses or request purchases?

1 Comment 1
Ethel_A
QuickBooks Team

Does QBO have an expense request feature?

I am aware of the advantages of businesses like yours having an expense request feature before purchasing, @806806Red. I want QuickBooks Online (QBO) to have this feature as much as you do.

 

But QBO still doesn't have this feature. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestion and click Next.

 

In the meantime, you can use the Purchase Order feature if you are using QuickBooks Online Plus or QuickBooks Online Advanced. You can turn on the feature from the Settings or the Gear icon.

 

Here's how:

 

  1. Go to Settings ⚙ and select Account and settings.
  2. Select the Expenses tab.
  3. In the Purchase orders section, select the edit ✎ icon.
  4. Turn on the Use purchase orders options.
  5. If you want, enter up to three custom fields and a default message for vendors. These are optional.
  6. Click Save and then Done.

 

Once enabled, you can then create a new purchase order. Refer to this article for the detailed steps: Create and send purchase orders in QuickBooks Online.

 

For future reference, you can check this article to add the purchase order after purchasing: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

 

Let me know if you require further assistance in creating a purchase order. I'm here to help anytime. Have a good one.

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