Bank and imports · Bank deposits and what they mean
Does an import change “Matches your bank”?
ComputerOpen Customers, then Bring in your history and the preview, before you import.
PhoneOpen Customers, then Bring in your history.
Before a payments file is imported, the preview checks your recent ended months against your connected bank with the file's payments added. If the file would leave a month with an amount not matched to your bank yet, the preview says which month and how much. The check uses the same rules as the month line, only runs when your bank history is complete, and adds nothing to your books. Nothing changes until you choose Import.