Rasa-LilaM
QuickBooks Team

Banking

Hello there, lweendo.


This isn’t the kind of impression I want to leave, especially when using the product and contacting our support team. Let me help and guide route you in the right direction to ensure you can change the rule to deposit.


I know that you’ve already reached out to our QuickBooks Online (QBO) Care Team about this issue. I still suggest contacting them again for further assistance. They have extra tools like screen sharing to help them check the mapping of your transactions (PayPal).


One of our specialists will assist you on how to successfully change the rule to deposit. Reaching out ensures your sales record has the correct information.


Here’s how:

 

  1. Tap the Help icon at the top to open the QB Assistant window.
  2. In the Assistant tab, scroll down to the Type something field to enter the issue.
  3. Click the Get help from a human link and follow the on-screen steps to complete the process.
  4. In How would you like to connect with us? section, choose Chat for real-time assistance or Callback to speak with an agent.

 

I can see that my colleagues already provided this link on this thread. Let me share them again to help you efficiently manage your PayPal transactions as well as your bank rules. These resources contain answers to common questions on how the mentioned app and QBO handle your entries.

 

 

Set up bank rules to categorize online banking transactions in QuickBooks Online