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Matching credit card and General Account payments with Expenses and Bills

Charges posted on your credit card or made out of your general account can be matched with supplier bills and expenses

To match credit card expenses and general account withdrawals

  1. Under Accounting, click on Bank Accounts and select the credit card account or the general account

  2. Under the Bank Feed tab, click on Match for the credit card or the general account payment that you wish to match with a new Expense

  3. In the section that expands, possible matches with existing Expenses, Bills and Bill Payments will be shown. If no match is found, click on Create new expense.

  4. Select the Category, enter the Supplier and indicate if the payment is inclusive of HST and click on Match with new expense