How do I create a purchase order workflow, and give approver and creator access to various people?

Welcome to the Community forum, carenf.

Explore the Custom Workflow feature to grant approver access to various people.

With QBO Advanced, we can automate the approval process of the purchase order you created by following the steps below:

1. Go to the Gear icon and select Manage workflows under the Tools column.
2. On My workflows page, click + Custom workflow icon.
3. In the Select record for workflow dropdown, choose Purchase order.
4. Click the Approval icon to define the action that you’d like QuickBooks to do.
   
5. Set your conditions, then Save or Save and turn on.
   

You also have the option to edit, delete, or disable them.

After making the workflow, add and review tasks for your team to monitor what work needs to get done and when. 

Feel free to leave your follow-up concerns below whenever you need further guidance managing workflows. We are here to help anytime.