Display the Advanced Matching Rules Dialog Box

Display the Advanced Matching Rules dialog box in Accounting Settings.

  1. On the Navigation Menu, click Settings > Accounting > Banks.
  2. Open an existing bank code or create a new record.
  3. Click the Import tab.
  4. Select the Import check box if it is not yet selected.
  5. Click the Advanced Matching Rules button.
Parent Topic: Advanced Matching Rules Dialog Box