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

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 Creation and Approval workflow" and click on the gear menu, then check that the option "Allow users to match Bills to Purchase Orders" is ticked.





 
Next, decide on the advanced setting:
 
Can a Bill get approved if not all line items are matched?
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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