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Ashneri
Level 1

Purchase orders

We are an AV installation company and are trying to avoid double entry of purchase orders. Is there a w ay to grant a user access to only create purchase orders? Otherwise is there a way to create a template the user could use to generate a PO for a vendor and then we could import in quickbooks accountant desktop?

1 Comment 1
Jovychris_A
Moderator

Purchase orders

Thanks for posting to the Community, @Ashneri.

 

Yes, you can add them to create purchase orders transactions only by giving them selective access to Inventory.

 

Let me show you how:

  1. In your QuickBooks, go to the Company menu and then select Set Up Users and Passwords, then choose to Set Up Users.
  2. Click the Add User button.
  3. Enter user credentials and then click Next.
  4. Tick the Selected areas of QuickBooks radio button, then click Next.
  5. Make sure to tick the No Access radio button from Page 1 to 3.
  6. In the Inventory page, choose Selective Access, and then pick to Create transactions only.
  7. Choose to have No Access from pages 5 to 8 and then decide to grant the user in changing or deleting transactions in the area it has access to.
  8. Review access for the user and then click Finish.

 

Currently, we're unable to create a template that the user could use to generate a PO for a vendor and then could import to QuickBooks Desktop. I know this could be beneficial when this functionality is available in QuickBooks. Please know that I'm taking note of your needs.

 

I'm adding this article as your reference on how to set up a user and update their roles: QuickBooks Desktop and Restrictions. It includes how to Hide Account Balances from unauthorized users.

 

Feel free to post a comment here if you have additional questions. I'll reply as fast as I can. Have a great day!

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