How to easily match your transactions: SIMPLE vs. DETAILED matches
Matching transactions is the process to confirm that all the transactions in your bank accounts are recorded in your business accounting records.
We recommend keeping your bank account up to date on a regular basis, to ensure your accounting records are up to date and to help find and correct any errors as soon as they occur.
It is always good practice to add as much detail when you are matching your transactions
There are three possible ways of matching transactions:
The easiest way to match an existing transaction
Adding all the required information to make tax time a breeze
For help on categorising and matching transactions - click here