Where in the bank feed can you match or add transactions?

Prepare for the ProAdvisor Certification Exam with this comprehensive quiz. Use flashcards, multiple choice questions, and explanations for each question to enhance your exam preparation and boost your confidence.

The For Review tab is the correct location for matching or adding transactions in the bank feed. This tab is specifically designed to allow users to review, match, and categorize transactions that have been imported from the bank. When you access this area, you can see the list of downloaded transactions side by side with transactions recorded in your accounting software. This setup enables users to easily identify which transactions match existing entries and which need to be created or modified.

In contrast, the Reconcile tab is focused on reconciling the bank statements against the transactions recorded in the accounting system. The Transactions tab typically shows a broader list of all transactions rather than focusing on imports from bank feeds. The Activity tab may include other transactions or events that are not specifically related to bank feeds, thus it is not the correct choice for this action. Therefore, if you're looking to match bank-feed transactions or add new ones, the For Review tab is the appropriate and designated area for that process.

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