Expense

If credit card imports are auto-matching to the wrong user, follow these steps.

Rename the Credit Card Holder Name and Account Number.

Click Expire if you are no longer using that credit card.

Click Delete to remove the existing import.

1. Rename the Credit Card Holder Name and Account Number.
2. Click Expire if you are no longer using that credit card.
3. Click Delete to remove the existing import.
4. Re-import the file.

The re-imported file will have no user matched, allowing you to assign the correct user.

Credit card imports auto-match to the wrong user

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