Match credit card transactions
Match an imported credit card transaction when the corresponding transaction is already recorded in QuickStart. Matching prevents the imported activity from creating a duplicate transaction. Open Menu, select Banking, and then select Cash management.
QuickStart supports one-to-one matching for credit card transactions. Match suggestions are generated directly after an import.
To match a credit card transaction:
- 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 Review for the transaction.
- In the Review transaction drawer, select Match.
- Review the suggested transaction. If more than one suggestion is available, select the correct one.
- Select Confirm.
If none of the suggestions is correct, select View all transactions, remove or change the filters as needed, select one transaction, verify that To be matched is zero, and select Confirm match.
The imported transaction moves to the Reconciled tab. To remove the match later, use Unreconcile from that tab.
If the transaction is not yet recorded in QuickStart, categorize it instead. For a negative amount that represents a credit card payment, use Record as payment.