Ryan_M
Moderator

Payments

Hi @MrsK01,

 

The easiest way you can do this in QuickBooks Online (QBO) is to sync third-party apps for Stripe and/or PayPal.

 

With this, your transactions are automatically imported to QBO. This includes the charges, so you no longer have to worry about it. Check out this page: QuickBooks Apps Store

 

From the Apps Store, you can search for a third-party app that works best for you and your company. 

 

The option to upload reports is unavailable in QBO. What you can do is generate a custom Sales by Customer Detail report. Given that all sales transactions for the week have been imported already, then you can follow the steps below:

 

  1. Go to the Reports menu.
  2. Search for Sales by Customer Detail.
  3. Change the date range to This Week

In case you need additional customization for your QBO reports, open this article: Customize reports in QuickBooks Online

 

Post a reply if you need anything else about managing third-party transactions in QBO. I'll handle them for you.