QuickBooks Online matching: When does a matching get automatically removed?
A matching gets automatically removed if:
The Bill is deleted / rejected
The Purchase Order is cancelled / deleted
PO was deleted in the QuickBooks Online – upon the final approval the Bill will be created without the matching data
The Vendor has been updated in one of the requests
⚠️ The PO date has been changed in the QuickBooks Online (matching to a retrospective Purchase Order is not supported). The Bill should be issued on the same day as the Purchase Order or at a later date. In case the date has been changed after matching, the Bill will fail to be created in the connected QuickBooks Online Company upon the final approval. Bill will be rejected with the message "A business validation error has occurred while processing your request" and further details being added to the Audit trail section. Requester will be notified.
⚠️ POs matched line was updated to a different Category/Product reference in the QuickBooks Online. The Bill will fail to be created in the connected QuickBooks Online Company upon the final approval. Bill will be rejected with a A business validation error has occurred while processing your request" and further details being added to the Audit trail section. Requester will be notified.
PO line is already linked to another Bill's line – upon the final approval the Bill will be created without the matching data
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