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Match card transactions

Each imported corporate-card charge should be tied to the expense it paid for. Matching links the two — and when the report posts, the card clearing is reclassified onto the card payable.

Intermediate2 steps~2 min

Before you start

1

Match a charge.

On Card transactions, open the Unmatched tab and match a charge to the expense that paid for it.

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Match a charge.
2

Confirm the match.

The charge moves to the Matched tab. If you matched it in error, you can unmatch it again.

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Confirm the match.