QuickBooks Online matching: Which Purchase Orders are available for matching?
Purchase Orders (POs) can only be matched to Bills if:
- PO and Bill have the same Vendor (which determines the Currency of both requests)
- PO is approved and not closed, Bill is not approved/cancelled/draft
- PO date does not exceed the Bill date (retrospective POs are not allowed to be matched in the QuickBooks Online)
- Product/Service or Category is the same in the matched lines in PO and Bill
- Lines have not been matched yet*
*ApprovalMax supports matching many Bills to one PO line under the private Beta.
If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.