QuickBooks Online Matching: How is Bill-to-Purchase Order Matching reflected in reporting?
Users with the Administrator and Auditor role have access to a reporting tool.
An Organisation's Administrator 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:
- On the Reports page, start creating a new report by clicking on the NEW REPORT button:
- In the next screen, specify the filters and click on NEXT:
- In the following screen, you're free to select the columns you want to be visible:
When ready, click on NEXT. - In the final screen, name your report and click on CREATE:
- You'll now see all Bills matched to Purchase Orders according to the filters you've set in the second step:
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