Question

First time importing bank transactions -- Do I hide all the transactions we've already reconciled?

  • 13 March 2024
  • 2 replies
  • 44 views

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I imported bank transactions for the first time and it’s bringing in transactions that we have already reconciled.  On the right pane, it looks like we can match them again.

What’s the process? 

Hide each transaction one at a time? (No option to hide en masse, ugggghhh.)

Do we match again and it and the following processes take the previous matches into account?


2 replies

Userlevel 3
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Hello,

I think you need to delete the line you already imported in Import bank transactions by using an import scenario to make it massively. 

 

 

Screen seems to be ready to process import scenario. Hopefully my answer could help in something. 

 

These transactions were imported from Bank Feed, not Import transactions.

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