Clark_B
QuickBooks Team

Payments

You'll have to enable the Confirm Transactions feature for your PayPal payments to automatically match with open invoices, @Race-MX. I'd be glad to provide more insights about this below.

 

To begin with, please note that your PayPal transactions will move from the Bank Transactions tab to the App Transactions tab in QuickBooks Online (QBO), bringing all your app transactions together in one convenient location.

 

Additionally, you can enhance the auto transaction matching algorithm and automatic entity matching for products, services, and customers/vendors. To enable these features, simply ensure that the Confirm Transactions Automatically option is selected during your PayPal account setup.

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For further assistance in managing your PayPal transactions within QBO, you can check out this resource: Use PayPal connector by QuickBooks app.

 

I'll also add this article to help you reconcile your accounts so they always match your bank and credit card statements: Reconcile an account in QBO.

 

If you have further concerns about matching payments from PayPal to open invoices in QBO, please tag me in the comment section. I'll assist you in any way possible.