When syncing purchase orders to QuickBooks, you may encounter the warning message: "Order payment missing payment method."
What the warning means
This warning message means you have not yet selected which credit card, debit card, checking account, etc. you used when recording a payment on this purchase order.
QuickBooks does not allow syncing bill payments without this information, as it would not be able to match the payment with its credit card and bank transaction feeds. Until you select the proper payment method for each payment on this purchase order, Materio will not be able to complete syncing those payments into QuickBooks as bill payments.
Resolving the warning
To resolve this warning:
Click the PO number to open the purchase order editor.
Click the pencil icon to the right of each payment recorded on the PO.
In the "Payment method" dropdown, select the method of the payment.
Click "Save."
5. Navigate back to the Project --> Finances --> Expenses tab. The warning icon should now be replaced with a green check mark:
If you don't see a "Payment method" dropdown when editing purchase order payments, you likely still have some setup to complete:
Go to Materio's QuickBooks integration page.
Click "Manage purchasing methods."
Select all the accounts and cards your firm uses for ordering and procurement.
Click "Save."
After completing that setup, you should see the "Payment method" dropdown when you add or edit payments on purchase orders.