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paulfredaldous
June 8, 2021
Question

QuickBooks Commerce

  • June 8, 2021
  • 1 reply
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Hi, sorry I'm new to QBO. I was wondering how I match a purchase order that has been synced from Quickbooks Commerce with an invoice that has a different price. We are a little bit behind with some price changes. I need to pay the invoice amount and not the purchase order amount. I scanned the invoice in and matched it to the PO (bill) that had been synced. It is showing the amount to pay as the PO amount which is lower than the invoice. When I edit the payment amount it says 'This transaction will create an additional credit in the amount of £18.63' If anyone can help with the correct workflow that would be great.

1 reply

Rubielyn_J
Rubielyn_J
June 8, 2021

I'm here to provide some insights about matching purchase orders with an invoice in QuickBooks Online, @paulfredaldous.

 

​Match ​ means QuickBooks matched the downloaded transaction with the one you already entered. This links them together so you don't get duplicates. That being said, to match your purchase order with the invoice, make sure these transactions have the same amount. 

 

To ensure that there will be no credit, before matching, make sure to manually update the amounts. 

 

For more information about the process of matching transactions within QuickBooks, feel free to review this resource: Add and match downloaded bank transactions.

 

In addition, here's an article you can read to learn how to reconcile your accounts so they always match your bank and credit card statements.

 

Let me know in the comment section how it goes. I want to ensure everything is taken care of about matching transactions in QuickBooks. Have a pleasant day ahead.

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