Free template
Get the QuickBooks PO checklist - or let Foxpedite add approvals on top of QuickBooks, free for 14 days
Foxpedite checks every purchase against the budget when it's drafted, routes it for approval by amount and department, and syncs the matched bill to QuickBooks Online. Prefer to start by hand? The free checklist covers the QuickBooks setup and the exact limits Foxpedite fills.
Every Advanced feature, no credit card.
What Foxpedite does automatically
- Budget reserved the moment a purchase is drafted, not discovered when the bill posts
- Approvals routed by amount, department and category, approved straight from the email
- Invoices pay only when PO + receipt + invoice match, then sync to QuickBooks Online (Advanced plan)
The free template (the manual version)
A 4-page checklist for QuickBooks Online Plus and Advanced, checked against Intuit's own help pages, with a plan-by-plan table of what QuickBooks does before a purchase is made and what it doesn't.
- Every setting to switch on, with the exact menu path: purchase orders, custom fields, the items table and the duplicate bill-number warning
- A plain plan-by-plan table: Simple Start and Essentials can't create purchase orders, and PO approval workflows are limited (Advanced only, per Intuit community support)
- A 5-question self-score that tells you whether QuickBooks setup alone is enough for your company
Download the checklist
Two settings worth switching on today: "Use purchase orders" (Account and settings → Expenses) and the duplicate bill-number warning (Account and settings → Advanced → Other preferences).
Free, no strings. Made by the Foxpedite Editorial Team, the people behind Foxpedite, purchasing software for companies still running purchasing on spreadsheets, email and QuickBooks. Example data in the files is illustrative.
While you're here
See what happens before the PO: Foxpedite reserves budget the moment a purchase is drafted, then syncs the matched bill to QuickBooks Online.