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Payments
We understand how crucial it is for you to accurately match your PayPal and QuickBooks Online (QBO) transactions, Redwood Coast Sales. Let's work together to explore this topic further and find a solution that ensures your transactions are matched correctly and efficiently.
As my colleague mentioned, when you turn off the Automatic Matching of Transactions feature, you can manually match them as desired. However, if you find it difficult, several factors could be affecting this. Below are some of them:
- Transaction amounts or dates don’t match.
- Transactions are older than 6 months.
- Transactions made from a different bank account.
- Reconciled transactions.
- Record linked to another transaction.
- Involvement of multiple currencies.
Once you have confirmed everything is in order, I suggest following my colleague's advice and contacting our live support team. They are equipped to offer real-time assistance and can work to resolve your issues as needed.
Additionally, it's beneficial to reconcile your accounts regularly to keep your records precise. For more details, check out this article: Reconcile an account in QuickBooks Online.
We prioritize the accurate maintenance of your financial records, Redwood Coast Sales. Should you need extra help matching your bank transactions manually, don't hesitate to get in touch. We're here to help you whenever you need it.