The import review offers Use saved categories, then Institution classification. With this choice, current saved categories take priority, and Institution can suggest categories for the remaining transactions.
- Open Import selected or Import matching from bank activity.
- Review the Category for selected transactions choice and each row’s saved category.
- Keep the default sequence when it matches your intent, then inspect the import results.
A saved category should still fit the current source
The review checks source versions and can hold records that need individual attention. Do not assume an old account choice is valid after a bank correction simply because its name remains familiar.
The submit label can say Import with saved categories when current saved choices are present, or Import and classify when the remaining work relies on classification. Read the label and the sheet’s explanation together. Import follows the company’s configured source accounting policy, and category preparation can remain separate until explicitly applied in Journals. After processing, open Recorded books where offered and inspect the actual result. A completed source import and a desired category preparation do not necessarily mean the desired ledger treatment has already been applied.
Was this article helpful?
Tell us whether this answered the question you came with.