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Buy nowThank you for dropping by the Community, KK2023-1. I appreciate you bringing this concern and I'd be glad to help.
QuickBooks Online doesn't offer a built-in feature specifically designed for setting threshold alerts or custom rules for account balances. However, we can send direct feedback to our product engineers to consider this in the future:
However, this functionality is not available in QBO, I recommend submitting direct feedback to our product engineers:
Your feedback on this is greatly appreciated, and it helps QuickBooks consider such scenarios for potential updates in their features. If you'd like to track the status of your feedback, please visit our QuickBooks Customer Feedback page.
While waiting for potential product enhancements, consider looking for a third-party app that offers the capabilities of your needs for automating notifications based on account balances:
1. Go to Apps.
2. Then, Find apps.
3. Search for an application that fits your business needs.
On the other hand, you have the capability to create custom reports that showcase your account balances with QBO Advanced. You can also set these custom reports to be automatically sent to your employees, thereby eliminating the need for manual exporting and distribution.
Here's how: