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Rea_M
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I appreciate you for following the guidelines on how to upload your Paypal CSV file to your QuickBooks Online (QBO) account and for providing screenshots above, @richgilb. This way, I can provide you an accurate solution to your concern.

 

You're on the right track in preparing your Paypal CSV file. To successfully import your Paypal transactions, you should format your CSV file correctly. Here are the things you need to consider:

  • Remove zeroes from the file and leave those cells blank.
  • Correct any transactions that display a number in the Description column.
  • Remove the word amount if it appears in the name of the Credit or Debit column.
  • Correct and standardise the Date format to a single layout (for example, dd/mm/yyyy).
  • Some banks provide the day of the week and include it in the Date column. To correct this, split the date and the day of the week into two separate columns

 

If you're still unable to upload after having the correct format and extension, I'd suggest contacting our QuickBooks Online Support team again. They have the tool to securely verify your account and check why you're unable to perform the process. They can also walk you through on how to successfully upload the file.

 

After the importing process, you can now assign and categorise your transactions. The system analyses all the information received from Paypal to give you the best possible suggestions for accepting them. For the detailed steps, kindly refer to this article: Assign, categorise, edit, and add your downloaded banking transactions. It contains instructions on how to review downloaded transactions, assign multiple categories, billable customers, and add attachments to name a few.

 

Please let me know if you have other concerns. I'm just around to help.

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