The pair form separates Outgoing recorded transaction from Incoming recorded transaction. Choose the source that decreased one account as money out and the source that increased the receiving account as money in.
- Use the date, account name, amount, and description in each option to identify the outgoing record.
- Choose the corresponding incoming record from the receiving account.
- Wait for the pair preview and compare its exact amount, date, and proposed accounting date with your evidence.
Do not swap similar records
Repeated transfers can have identical amounts. The account and date help distinguish them, while the supporting transfer confirmation establishes which two legs belong together.
A bank-to-card payment should use the relevant bank and credit card records, not two unrelated deposit-account transactions that happen to share an amount. If the correct leg is on another activity page, use the page controls rather than selecting the nearest visible option. Enter a Pairing reason that explains the relationship. Preparing the pair creates a journal request for review or posting; it does not move funds. Inspect the generated accounting before considering the transfer treatment complete, especially if the source details change after the preview.
Was this article helpful?
Tell us whether this answered the question you came with.