The checkbox at the top of bank activity selects the visible rows on the current page. It is different from Import matching, which prepares a review from the matching filtered population when that action is available.
- Apply the account, dates, and other filters needed for your task.
- Select individual checkboxes or Select all visible bank transactions.
- Read the selected count before choosing Category suggestions or Import selected.
Check the review sheet as well
The next sheet checks current source versions, permissions, and book setup. Its included count can differ from the original selection because some records may be held for individual processing. Review those reasons before starting.
Use Clear selection to remove the current selection without changing the source records. If you navigate or change filters, verify the visible selection again before acting; do not assume that a previous page’s count describes the new view. For a small set of unrelated exceptions, individual selection is usually easier to verify than a broad matching action. Your final review should identify exactly which records will receive a category choice or enter Recorded books.
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