How do I match transactions after setting up Sage Bank Feeds?

1. In the Home window, click Banking on the navigation pane.
2. In the Tasks pane, click the Match Bank Transactions icon.
3. Select Match Transactions.
4. Select the transactions you want to see. You can choose unmatched transactions, matched transactions, or all transactions.

To match transactions automatically:

1. From the Use this Sage 50 account to auto match transactions menu, select a Sage 50 account to use for automatic matching.
2. Click Run to Auto Match.

To match transactions manually:

1. Click Find Match beside a bank transaction to open the Find Matching Transactions window to manually match transactions. For reference, you can see the bank transaction at the top of the window.
2. (Optional) The Sage 50 account selected in the previous window is used by default. Select a different Sage 50 account, if necessary.
3. (Optional) By default, you see the Sage 50 transactions within the 30-day period prior to the transaction date. You can adjust the dates.
4. Select the transactions you want to see in the Show menu. You can choose all unmatched transactions of the same amount, all transactions of the same amount, all unmatched transactions, or all transactions.
5. Select the corresponding transaction by clicking in the checkmark column.
6. Click OK.
7. Transactions are indicated as either Auto or Manual for the current session. After you click Save, their status becomes Matched.
8. Click Save.
9. To undo a matched transaction, open the menu in the Action column and select Remove Match.

 NOTE: If you have selected the option to open the Reconciliation and Deposits window, it will open automatically when you close the Match Transactions window.