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Everything you need to know about banking in QuickBooks Online - Discover more
suzie13
Level 1

Paypal is connected as a bank account but does not bring through all the transactions or when its in another currency it brings it through in the other currency not £.

Can this be fixed or will I manually have to add in the missing transactions and therefore always have to get an export file from paypal too?
2 REPLIES 2
MariaSoledadG
QuickBooks Team

Paypal is connected as a bank account but does not bring through all the transactions or when its in another currency it brings it through in the other currency not £.

I'm here to help you bring all your bank transactions to QuickBooks Online, suzie13.

 

QuickBooks Online (QBO) downloads transactions automatically once you connect your Paypal account to online banking. You'll want to manually update your bank to get the latest transactions and refresh the connection. To do this, you can follow the steps below.

  1. Go to the Banking tab.
  2. Select Update.
  3. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

However, if it is still not updating, you can manually upload transactions into QBO in the meantime to keep up with the latest ones. Please go to this article for the detailed steps: Manually upload transactions into QuickBooks Online.

 

You may also want to get the information for your business needs, QBO offers a variety of reports that you can check out: Run Reports In QuickBooks Online.

 

Please get back to us if you have any other concerns with your bank transactions. Remember, we're always here to further assist you.

Fiat Lux - ASIA
Level 15

Paypal is connected as a bank account but does not bring through all the transactions or when its in another currency it brings it through in the other currency not £.

@suzie13 

You may need a 3rd party connector to isolate the issue.

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