Use Match existing transaction when a bank source represents a transaction already present in accounting. Matching records the source evidence against that existing transaction instead of treating the bank item as a new import.
- Open the relevant bank record in Integrations and choose Match existing transaction where available.
- Select the exact accounting candidate after comparing its details with the source.
- Enter a specific Review note, then choose Confirm match and verify the result.
The match must agree on core facts
Account, date, currency, amount, and direction must agree. A similar merchant name or a close amount is not enough. Use supporting documents when several plausible transactions exist.
The candidate’s status is shown so you can understand the existing record before attaching evidence. If no exact unmatched record is available, investigate the difference rather than creating an arbitrary link. A correct match preserves the accounting transaction and connects the bank source to it. It does not certify a statement reconciliation or change the business purpose. Afterward, use the current accounting record for any remaining review rather than importing the same bank source again as a second transaction.
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