QuickBooks Online matching: Up to which point in the workflow can Bill-to-PO Matching be done?

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• Bill-to-PO Matching: Up to which point in the workflow can Bill-to-PO Matching be done?

  The Bill-to-PO Matching can be done up to the point where: The Bill is approved* The Purchase Order** is marked as "Billed"* Only an Organisation's Administrator has the authority to match/edit a matching when the Bill has been approved. ** Only ...

• QuickBooks Online Matching: Can I use Bill-to-PO Matching as a condition in workflows?

  No, at the moment, it is not possible to use Bill-to-PO Matching as a condition in approval workflows.

• Bill-to-PO Matching: How can I enable Bill-to-PO Matching?

  This is how you enable the Bill-to-PO matching feature: Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Click on the Bill workflow. Click on the gear icon , scroll down to the ...

• Bill-to-PO Matching: Migration process from old Matching to new Matching

  The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...

• Bill-to-PO Matching: Can I use Bill-to-PO Matching as a condition in workflows? (Xero)

  Currently, it is impossible to use Bill-to-PO Matching as conditions in approval workflows.