Welcome to QuickBooks space, AIMONLINE.
I'm here to guide you on how to post or start a post in QuickBooks Community. Check out the steps I've listed below:
- Log in to your Community account.
- From the landing page, select Ask the Community.
- Choose your product from the drop-down menu.
- Pick a topic, then enter the subject and details of your concern.
- When you're done, click Post.
In QuickBooks Online, there are 3 ways to connect your PayPal account. The main difference between the connections is the way certain transactions are handled and the transaction details that are imported. I recommend reading this article to learn more about this topic: Differences between Connect to PayPal app, Sync with PayPal app, and PayPal Bank Feeds.
Take note that for PayPal Bank Feeds, users won't be able to get a detailed breakdown of their sales transactions. To ensure that you'll be able to obtain the details that you need, you'll want to use the Connect to PayPal or Sync with PayPal integration instead.
Lassly, if there are taxes or fees on the actual Paypal payment, you won't be able to match it to the existing transaction because the amounts are different. When this happens, you'll have to exclude them from the Banking page and then manually clear them in your bank register. Here's how:
- Select Accounting from the sidebar menu, then go to Chart of Accounts.
- Find the bank account holding the transaction, then click View register from the Action column.
- Select the appropriate transaction, then review the check column.
- Keep clicking the checkbox until you see a letter C.
- Click Save and then close the register.
For additional tips while working with your banking transactions in the future, you can browse a topic from this link: Find help with bank feeds and reconciling accounts.
You can always find me here if you have any other concerns or follow-up questions. Assistance is just a post away.
