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I have read on multiple articles that the Upload & Review Bills feature is suppose to match to an existing bill transaction OR an existing purchase order. Is this information correct? So far I have only been able to match to an existing bill transaction. I have tried uploading a bill with the intent to match to a purchase order, but it does not match to anything. I've seen screen shots (in said article) to indicate that this is part of the feature, however this has not worked so far. I am using Desktop Enterprise.
I’ve got the information you need on how the Upload & Review Bills feature in QuickBooks works, @nblanchard.
Yes, you’re correct. QuickBooks matches uploaded bills to existing bill transactions or any existing purchase order.
The program will determine if an existing vendor bill matches the vendor name, amount, date, and display the information for confirmation. And it also checks if there’s a possible matching purchase order in the system, either open or partially received for the selected vendor.
Please know that this functionality is only available to all QuickBooks Desktop (QBDT) 2022 Plus and Enterprise users. You can visit this reference to learn how to add, review and match bills to transactions: Upload bills to QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.
If you’re using QBDT Enterprise 2022 version, you can utilize the Verify Rebuild Data tool to resolve the issue. This helps ensure the feature work as intended.
I’m adding this article that contains steps on how to settle your payables: Pay bills in QBDT.
Don’t hesitate to leave a comment if you have any other questions or concerns about the said feature. I’m always here to help you out. Take care!
Thank you for the quick response. I am using QBDT Enterprise 2022. I tried the Verify Rebuild Data tool, but no luck. I still will not match to the existing purchase order. It matched to an existing bill with no problem, just not the purchase order. This feature would have really saved me some time.
I appreciate you performing some steps to resolve your concern, @nblanchard.
Since the issue persists after doing the Verify Rebuild Data tool, this time, let's can run the QuickBooks Install Diagnostic tool from the Tool Hub. This app helps fix common errors when using QuickBooks. Please follow these steps:
Once done, start QuickBooks Desktop and open your data file.
For more troubleshooting steps, visit this link: Fix data damage on your QuickBooks Desktop company file.
Please let me know how things go on your end. I want to ensure this gets resolved for you. Take care.
I just finished trying it, but it did not fix the problem.
Hi, nblanchard.
I appreciate the steps you've performed to to fix this. Since nothing works even after trying all those steps, I'd recommend contacting our Customer Care Support to check this issue further and help troubleshoot this for you.
Here's how:
Also, If you want to learn more "How do I" steps, you can always visit our expenses and vendors help page. From there, you can browse articles that can help you when doing a task in QBDT.
I've always got your back if you need anything else, @nblanchard. I'll be around to help.
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