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Import all bank account transactions from a statement without matching them to any invoices, purchases or transactions.

I think it would be fantastic to import everything from the statement and then match things later.

  • Claudiu C.
  • Dec 20 2021
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  • G B commented
    14 Jan 04:51pm

    You would end up with a one side trial balance if you did this.


    Example - Payments:

    You would credit the bank for the payments, but the system would have nowhere to put the debit. That's why you match before importing - to tell the system where the other side of the transaction is to be posted.


    If you mean defer the matching to a later time, there is already the option to see previously unmatched items. You can click this when you come back into the import screen.