QuickBooks Online matching: Advanced settings for Bill-to-PO Matching

By default the "Purchase Order Matching" in the Bill Creation and Approval workflow settings is enabled.

To check this setting, go to the "Approval workflows", select the "Bill workflow" and click on the gear icon, then check that the option "Allow users to match Bills to Purchase Orders" is ticked.

 

Next, decide on the advanced setting:

 

Can a Bill be approved if it is not matched with Purchase Order?

This setting regulates whether or not Bills can be approved if not all or at least one line is matched to their corresponding Purchase Order(s).

 

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