Confirm multiple credit card transactions simultaneously
Confirm multiple imported credit card transactions together when each transaction has one unambiguous suggested expense category or transaction match. Open Menu, select Banking, and then select Cash management.
Transactions without a suggestion, with multiple matches, or with a suggestion shared by multiple transactions require individual review.
To confirm multiple credit card transactions:
- Open Menu, select Banking, and then select Cash management.
- Select Bank & credit card reconciliation.
- Select the credit card account that you want to reconcile.
- On the To reconcile tab, select the transactions with a single Match suggested or Category suggested result.
- Select Confirm above the list.
- In the confirmation dialog, select Confirm.
Eligible transactions move to the Reconciled tab. Suggested matches are matched to their existing QuickStart transactions. Suggested categories create and reconcile the appropriate expenses or expense refunds.
Review any ineligible transaction individually.