QuickBooks Online matching: Which Purchase Orders are available for matching?

QuickBooks Online matching: Which Purchase Orders are available for matching?

Purchase Orders (POs) can only be matched to Bills if:

  1. PO and Bill have the same Vendor (which determines the Currency of both requests) 
  2. PO is approved and not closed, Bill is not approved/cancelled/draft
  3. PO date does not exceed the Bill date (retrospective POs are not allowed to be matched in the QuickBooks Online)
  4. Product/Service or Category is the same in the matched lines in PO and Bill
  5. 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.