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Banking
Hello, sfaust.
I'm sorry to hear that you're experiencing difficulty with QuickBooks Online (QBO) and cannot view transaction details or modify the type of product or service. I can understand how frustrating this must be for you, and I would like to help in any way I can.
To ensure that your products are being recognized correctly and not coming in as a 'PayPal Item,' it is essential to check your PayPal mapping and ensure it is correctly set up. Here are the detailed steps you can follow:
- Click the Transactions and select App transaction.
- Tap the Paypal setting, and check the mapping if it's tagged as Paypal Item under the "Products & Services" section.
With regards to the transaction details are not showing up. Typically, Sales receipts will capture line-level information that can be retrieved often depending on how PayPal has been used in each context.
Let's examine the details of the PayPal transaction to ensure it is correctly recorded in QuickBooks Online. We will verify that the transaction amount, date, payee, and relevant notes are accurately reflected in QuickBooks. If any of this information needs to be corrected or added, we may need to disconnect and reconnect your PayPal app to ensure that QuickBooks imports the transaction correctly. By doing this, we can avoid discrepancies in your financial records and ensure that your accounting is current.
I've attached a link you can use to view the frequently asked questions about Connect to PayPal: Connect to PayPal FAQ.
Please leave a comment below if you have any other questions or concerns with PayPal in QuickBooks. I'm more than happy to answer them. Have a wonderful day.