How do i match my purchase order to the correct expense?

Answer

Hello there trudy.hamilton,

A purchase order is a non-posting transaction, so you'll want to convert it first to a bill to match it with the expense. 

To convert:

  1. Open the purchase order transaction.
  2. Click the Copy to Bill button at the upper right corner (see the first attached screenshot). 

To match the bill with the expense:

  1. Open the expense transaction.
  2. Under the Add to Expense section, click Add for the Bill you want to link (see the second screenshot).

For more information about purchase orders, feel free to check out this article:

https://community.intuit.com/articles/1145567

If you have additional questions about this, just let me know and I'd be glad to help. 

Copy_to_Bill.JPG
add_to_expense.JPG
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IntuitGiefril , Community Support Specialist
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