Hi, Redwood. I appreciate you for detailing your concern about matching PayPal transactions to your invoices without using automation. Since you're unable to do the option of manually matching your PayPal transactions to those in QuickBooks, I suggest reaching out to our live support team. Let me guide you.
In QuickBooks Online, you can match PayPal transactions to existing invoices if the transaction has already been recorded. When a PayPal transaction is imported, QuickBooks suggests one or more matching records from the Review tab on the App Transactions page.
Enabling automation is one way to manage this process more efficiently. However, since you prefer not to use auto-confirm and cannot manually match the transactions, it’s best to contact our Live Support for more personalized assistance. They can suggest using a screen share tool to review your account with you and to determine why this is happening:
- Go to the Help? icon in the top right-hand corner.
- Press the Contact Us button.
- Enter your question and tap Let's Talk.
- Scroll down and choose to Get a callback.
Let me also share this article for additional resource: Connect to PayPal FAQ.
For future reference, it's good practice to reconcile your accounts to maintain the accuracy of your records. Feel free to visit this helpful article: Reconcile an account in QuickBooks Online.
Please know that the thread will continue to be active whenever more queries about matching PayPal transactions arise. The Community team is here and eager to assist you anytime.
