Skip to main content

QuickBooks Online Matching: how Bill-to-Purchase Order Matching is reflected in Line Item reporting

Updated over 2 months ago

Users with the Administrator and Auditor role have access to a reporting tool.

Organisation Administrators can set up new reports to suit their needs.

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

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

  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:​


    ​​

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

  6. You'll now see all Bills matched to Purchase Orders on Line-Item level according to the filters you've set in the second step.

    ​​

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


Did this answer your question?