Duplicate Transaction Checking After Import

How to Check for Duplicate Transactions After Import:

• In the upper table of the duplicate check window is a list of transactions selected to be imported that have possible duplicate transactions existing in the account.
• In the lower table of the duplicate check window is a list of possible duplicates found in the account for the selected transaction to import in the upper table.
• Exact or High matches are displayed in red and orange respectively (warning colors) and are not selected to be imported by default.
• Close or Low matches are displayed in yellow and green respectively (caution and proceed colors) and are selected to still be imported by default.

1. Simply go through the list of transactions to be imported with possible duplicates in the upper table and comparing them to their respective possible duplicates in the lower table.
2. Mark any transactions that should or should not be imported as appropriate. Note that you can change the import checkbox's on/off state by pressing the space bar.
3. Decide if you would like to have declined imported transactions to have their information merged into their corresponding existing transaction match and check the "Merge Any Declined Imported Transaction's Information Into the Corresponding Existing Transaction Match" check box as appropriate.
4. Select the "Accept" button and you're done!