How can we try the PO and Bill Approval workflow features in the trial version of QB Desktop 2024

4Gal · ‎October 30, 2023

Can we use the feature in the trial version?

https://www.youtube.com/watch?v=c-EvkjkM2_U

We couldn't find it anywhere

JaeAnnC · ‎October 30, 2023

Thanks for reaching out to us, @4Gal. I'm here to share information on how to access the approval workflow feature in the new QuickBooks Desktop (QBDT) 2024.

Currently, the Bill and Purchase Order (PO) approval workflow is an exclusive feature available in QBDT Enterprise Platinum and Diamond subscriptions. For now, it is unavailable in the trial version. That said, I recommend subscribing to the compatible plan to ensure you'll be able to access the feature.

You may also contact our Sales department for more in-depth information regarding the features available in the new QBDT 2024 and ask for assistance choosing the appropriate subscription. To do that, go to this link: QuickBooks Enterprise. Then, select Talk to Sales.

Moreover, check out these articles to get an overview of the latest QBDT 2024:

Keep in touch whenever you have additional questions about the Bill and PO approval workflow in QBDT 2024. I'll be happy to answer them for you. Stay safe and have a nice day ahead.

View solution in original post

JaeAnnC · ‎October 30, 2023

Thanks for reaching out to us, @4Gal. I'm here to share information on how to access the approval workflow feature in the new QuickBooks Desktop (QBDT) 2024.

Currently, the Bill and Purchase Order (PO) approval workflow is an exclusive feature available in QBDT Enterprise Platinum and Diamond subscriptions. For now, it is unavailable in the trial version. That said, I recommend subscribing to the compatible plan to ensure you'll be able to access the feature.

You may also contact our Sales department for more in-depth information regarding the features available in the new QBDT 2024 and ask for assistance choosing the appropriate subscription. To do that, go to this link: QuickBooks Enterprise. Then, select Talk to Sales.

Moreover, check out these articles to get an overview of the latest QBDT 2024:

Keep in touch whenever you have additional questions about the Bill and PO approval workflow in QBDT 2024. I'll be happy to answer them for you. Stay safe and have a nice day ahead.

4Gal · ‎October 30, 2023

I can understand if we are not allowed to use payroll features or integration with third party apps in the trial version. But I don't see why your Product team should do the same with the approval feature.

garymmarkhbi · ‎October 21, 2024

I have QBDT 2024 Enterprise Edition and I see that option available, however, after digging deeper, I see that one can only have one approval workflow per transaction type and we are limited to a single approval level. This means I can only have one approver per transaction type. Am I correct?

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How can we try the PO and Bill Approval workflow features in the trial version of QB Desktop 2024