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QuickBooks Online Matching: how Bill-to-PO Matching is reflected in reporting

Updated over 2 months ago

Users with the Administrator and Auditor role have access to a reporting tool. They can set up new reports to suit their needs.


This is how you create a report to see the Bills already matched to Purchase Orders

  1. On the Reports page, click on the NEW REPORT button:​


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  2. Select "Bill" and click on NEXT:​

  3. Specify the filters and click on NEXT:​

  4. Choose the columns you want to be visible, and click on NEXT:​

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5. Finally, name your report and click on CREATE:​

6. You'll now see all Bills matched to Purchase Orders according to the filters you've set in the second step:​


Such reports can be scheduled, printed or downloaded as a CSV file.


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