Import Bank Statement with Automatic Matching

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Posted on by LB_Pgh

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I have a data exchange format setup for importing a bank statement.

It imports fine but none of the transactions are matched. Is there a parameter or something I can set that will do the matching 'during' the import - am I missing something?

Or, do I have to click Matching and Automatically Match within the Bank Reconciliation screen?

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RE: Import Bank Statement with Automatic Matching

Yes in the Bank Reconciliation you have to click Match Automatically after importing the statement. The import function only imports it doesnt match as well. Its a two step process

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