Skip to main content

QuickBooks Online Matching: when a matching gets automatically removed

Updated over 2 months ago

A matching gets automatically removed if:

  1. The Bill is deleted or rejected ​
    ​

  2. The Purchase Order is cancelled or deleted​
    ​

  3. The Purchase Order was deleted in QuickBooks Online – upon the final approval, the Bill will be created without the matching data
    ​

  4. The Vendor has been updated in one of the requests​
    ​

  5. ⚠️ The Purchase Order date has been changed in QuickBooks Online (matching to a retrospective Purchase Order is not supported). The Bill should be issued on the same day as the Purchase Order, or at a later date. In case the date has been changed after the matching, the Bill will fail to be created in the connected QuickBooks Online Organisation upon the final approval. The Bill will be rejected with the message "A business validation error has occurred while processing your request" and further details are added to the audit trail. The Requester will also be notified.
    ​

  6. ⚠️ The Purchase Order's matched line was updated to a different Category/Product reference in QuickBooks Online. The Bill will fail to be created in the connected QuickBooks Online Organisation upon the final approval. The Bill will be rejected with the message "A business validation error has occurred while processing your request" and further details are added to the audit trail. The Requester will also be notified.
    ​

  7. The Purchase Order line is already linked to another Bill's line – upon the final approval, the Bill will be created without the matching data


​


​

Did this answer your question?