PL1.4.2 Review Multiple Suggested Matches

Scenario: It's time to process the bank feed. Start by reviewing multiple matches.

8 steps

Akadian

QuickBooks

We'll start by loading the Sample Company. [Click here to load the Sample Company.](https://qbo.intuit.com/redir/testdrive)

**IMPORTANT** 👩‍💻 Now that the Sample Company is open, if you are using Google Chrome, you can display this exercise and the Sample Company together on the same screen. [Click Here to Learn How](https://goakadian.com/success-guide#scribe-extension) ⚠️ If you have trouble with the Sample Company, click here for [Troubleshooting Tips](https://goakadian.com/success-guide#sample-company). ❌ Finally, if you come across any pop-ups during the exercise, just close them and move forward to the next step.

Now let's get started with 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.

On the left navigation bar, hover over "Accounting", then select "Bank transactions"

Filter to "Suggested matches"

Scroll to find the first transaction for Pam Seitz with 2 matches found. Click anywhere in the line.

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"

Click "Match"

Scroll to find the next transaction with multiple matches, which should be for Squeaky Kleen Car Wash. Click anywhere in the transaction line.

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.

Click "Match"

🎥 Video

Want to follow along? [Click here](https://youtu.be/K6SACOyBEJg) for our video walk-through.

📚 Get the Full Course

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

Questions/Problems/Concerns? [Send feedback.](https://akadian.com/support)

PL1.4.2 Review Multiple Suggested Matches

Scenario: It's time to process the bank feed. Start by reviewing multiple matches.

8 steps

Akadian

QuickBooks

We'll start by loading the Sample Company. [Click here to load the Sample Company.](https://qbo.intuit.com/redir/testdrive)

Now let's get started with 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.

On the left navigation bar, hover over "Accounting", then select "Bank transactions"

Filter to "Suggested matches"

Scroll to find the first transaction for Pam Seitz with 2 matches found. Click anywhere in the line.

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"

Click "Match"

Scroll to find the next transaction with multiple matches, which should be for Squeaky Kleen Car Wash. Click anywhere in the transaction line.

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.

Click "Match"

🎥 Video

Want to follow along? [Click here](https://youtu.be/K6SACOyBEJg) for our video walk-through.

📚 Get the Full Course

📝 Feedback

Questions/Problems/Concerns? [Send feedback.](https://akadian.com/support)