- on Importing Bank data match rules.. is it pos...
# accounting
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• on Importing Bank data match rules.. is it possible to Make Auto-Create rule from Selected transactions if one type is transfer and the match is a type Journal? I found the documentation that has the criteria but doesn't mention a transaction type of Transfer. i am an admin with no Accounting/Finance background.. so anything outside of a yes or no answer gets the "deer in the headlights gaze" 😀 "You are performing a one-to-one match of a Check, Deposit, Credit Card Charge, or Credit Card Refund."