How to make matching E-A-S-Y

One of the most common questions is how to approach the Matching section.  What should be done first, second, third, and so on.  I've found that you can quickly verify transactions if you follow the E-A-S-Y method.

• E - Exclude: Exclude transactions that will not be reflected in your POS.  The principle is simple.  The fewer the transactions.  The easier.  Examples include travel, restaurants, other services, and credit card payments. See auto-exclude to help expedite this process.
• A - Auto-match:  Use the Reveal auto-match feature by selecting it at the top of the Matching page.
• S - Search:  Search for transactions without a match or with an unbalanced matrix.
• Y - You're done!