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Erin previously recorded all of her credit card activity manually using the expense transaction screen. She then reconciled the account using the reconcile tool. Now she has connected her credit card in the banking center but doesn’t see matches for any of the transactions she previously entered and reconciled. What should she do?

1 Answer

13 votes

Answer:

she should select reconciled account, then select batch actions and lastly exclude selected

Step-by-step explanation:

Erin should reconcile her account if she cannot see the matches for the transactions that she entered and reconciled previously.

Banks use reconciliation methods to evaluate the transactions that are reported internally against monthly financial statements.

Erin has to take these steps:

Select reconciled transactions, then select batch actions and lastly exclude selected ones

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