Use bank match to avoid duplicating transactions in your Tax Reports.
To use bank match:
- Go to Bank in the sidebar, then Transactions.
- On the Transactions page, click Match in the ‘Match’ column next to the transaction you wish to match. The button will be yellow and be labelled ‘To Review’ if there is a suggested match.
- Once you’ve clicked the Match button, you will then see a list of items in the Costs or Sales inboxes that can be matched with the transaction.
Simply check the tickbox next to the items you wish to match with the transaction, and click Match transactions when ready.
You can link up to 10 costs or sales items to a single transaction.
