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Replying to:
Jelayca V
QuickBooks Team

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I've got you covered, @Playawest45. Since there's an existing invoice transaction, let's match the payment from your customer via PayPal or PaymentsHub, going to the For Review section in the Integration transactions page.

 

The For Review tab displays transactions that require your attention. If QuickBooks identifies a match—meaning the payment's exact date, amount, or details align with the invoice, you’ll see a MATCH FOUND notification along with its transaction hyperlink below.

 

Now that the invoice is present in your QuickBooks Online(QBO) account, follow these instructions to complete the matching process:

 

  1. Click the My apps menu, Accounting, then Integration transactions.
  2. Select the PayPal tile and look for the payment under For Review.
  3. Match the payment transaction to the invoice transaction.


For more information, please refer to this article: Review transactions.

 

To further enhance your QuickBooks experience, our QuickBooks Live Expert Assisted team is here to guide you with best practices for matching and categorizing transactions.

 

Feel free to reach out again if you have additional questions. I’ll get back to you promptly.

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