B.2.1 Review Multiple Suggested Matches | Scribe

    B.2.1 Review Multiple Suggested Matches

    • 10 steps
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    Start in the Sample company.
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    To complete this exercise, you must be in the Sample company. From your QBOA account, click the Gear icon on the top right corner of the screen, then select Sample company.
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    Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
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    Now you can start the exercise.

    Review Multiple Suggestions

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    One of your main tasks as a bookkeeper is processing bank transactions. Take a look at what to do if there are multiple suggested matches for bank transactions.
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    Click "Bank transactions"
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    Close any pop-ups that appear.
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    Filter to "Suggested matches"
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    Scroll to find the first transaction for Pam Seitz with 2 matches found. Click anywhere in the line.
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    Here, you can clearly see that one transaction is for Pam Seitz and the other is for Books by Bessie. Select the transaction for Pam Seitz.
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    Click "Match"
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    Scroll to find the next transaction with multiple matches, which should be for Squeaky Kleen Car Wash. Click anywhere in the transaction line.
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    Here, you can see both transactions are for the same amount and vendor, but the dates are different. Select the transaction with the date that matches the bank feed transaction.
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    Click "Match"

    📚 Get the Full Course

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    This exercise comes from our Level 1 ProAdvisor certification course. Do more like it and pass your QuickBooks Level 1 ProAdvisor certification course in one weekend by [clicking here.](https://www.fastandeasyqbo.com/basic)

    📝 Feedback

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    Questions/Problems/Concerns? [Send feedback.](https://www.bookwidgets.com/play/k6rmQMKk-iQAEzXMdagAAA/BEXUQBE/feedback-scrib?teacher_id=6434462993219584)