Matching credit card transactions

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Sometimes when you download the credit card transactions into Core via Cloud Feeds, you might see many uncategorized or unmatched transactions in the list. 

You should have connected and transferred the cloud feed transactions to the appropriate credit card accounts in Core. If you find some mismatches, ensure proper account assignments. You can use the Find Match option and assign the correct accounts to them or link the transactions to the projects-items. In the latter case, you are capturing project costs accurately. For indirect expenses, assigning directly to an account is appropriate unless you are allocating those to an overhead project.

 

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