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kathryn-dudley
Level 1

I tried connecting my paypal account to my QBSE account and it downloaded in USD not Aust.How can I change it to Australian $. Can you connect to the bank for future transactions only and not past?

 
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Best answer May 29, 2020

Best Answers
Kass_B - Product Champion
Content Creator

I tried connecting my paypal account to my QBSE account and it downloaded in USD not Aust.How can I change it to Australian $. Can you connect to the bank for future transactions only and not past?

Hi kathryn-dudley,

 

Firstly, try deleting the account and adding it once more to see if it will bring through the correct information:

 

  1. Go to Settings ⚙ and select Bank Accounts.
  2. On the Paypal account, tap the menu icon and select Delete bank.
  3. Select Delete once more to confirm.

 

Then connect the account once more:

 

  1. Go to Settings ⚙ and select Bank Accounts.
  2. Select the Add icon and search for Paypal Australia.
  3. Follow the steps to enter your information and connect the account. 

 

Keep in mind that if the feed does import historical transactions you can exclude these by tapping the transaction and selecting Exclude transaction. If after reconnecting the account you are still experiencing difficulties, please reach out to our QuickBooks Self Employed support team directly so they can record this particular use case and diagnose the cause of the issue to provide a resolution.

 

-Kass

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3 Comments
Kass_B - Product Champion
Content Creator

I tried connecting my paypal account to my QBSE account and it downloaded in USD not Aust.How can I change it to Australian $. Can you connect to the bank for future transactions only and not past?

Hi kathryn-dudley,

 

Firstly, try deleting the account and adding it once more to see if it will bring through the correct information:

 

  1. Go to Settings ⚙ and select Bank Accounts.
  2. On the Paypal account, tap the menu icon and select Delete bank.
  3. Select Delete once more to confirm.

 

Then connect the account once more:

 

  1. Go to Settings ⚙ and select Bank Accounts.
  2. Select the Add icon and search for Paypal Australia.
  3. Follow the steps to enter your information and connect the account. 

 

Keep in mind that if the feed does import historical transactions you can exclude these by tapping the transaction and selecting Exclude transaction. If after reconnecting the account you are still experiencing difficulties, please reach out to our QuickBooks Self Employed support team directly so they can record this particular use case and diagnose the cause of the issue to provide a resolution.

 

-Kass

View solution in original post

kathryn-dudley
Level 1

I tried connecting my paypal account to my QBSE account and it downloaded in USD not Aust.How can I change it to Australian $. Can you connect to the bank for future transactions only and not past?

THank you I deleted and retried and the USD didn't appear this time. 
I did still have to go through all my pay pal transactions and re organise them. Isnt there a way to import from a date only as I had already manually entered all these transactions. I didn't get an exclude transaction option - only to sort it into personal or business.

 

Kass_B - Product Champion
Content Creator

I tried connecting my paypal account to my QBSE account and it downloaded in USD not Aust.How can I change it to Australian $. Can you connect to the bank for future transactions only and not past?

Hi kathryn-dudley,

 

When connecting a bank feed, QuickBooks Self Employed is unable to set a date range to import from and is designed to retrieve as much data as the bank will provide from this year. QuickBooks Online products (Simple Start, Essentials or Plus) will give you this option. 

 

I can see how it would be useful for QBSE and can absolutely pass this feedback on for consideration in future enhancements. In the meantime, you should be able to exclude the transaction by first tapping it to open it up and then selecting 'Exclude transaction'. If you have a large amount of transactions however, I would suggest doing this by logging into a browser instead of the app as you will be able to remove them in bulk to speed the process up:

 

  1. Sign in to your QuickBooks Self Employed account through a browser here.
  2. Select the Transactions menu on the left. 
  3. Filter the transactions by using your Type, Account and Date range fields as needed (the date range field initially displays as Tax year, however you can input custom dates). 
  4. Use the tick boxes to the left of each transaction to select them, or select the whole list if removing them all. Then click the 'Exclude' symbol at the top of the list and repeat as needed.

 

-Kass