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.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Now you can start the exercise.
Review Multiple Suggestions
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.
2
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"
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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)