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tuffpro
Level 1

How to create a rule for all of my Paypal transactions

I'm using Quickbooks self employed

All of my paypal transactions are imported, but at the moment I have to review each individual transaction.

I can't see how to set up a rule so that all my imported paypal transactions are automatically shown as business income 

4 REPLIES 4
Ashleigh1
QuickBooks Team

How to create a rule for all of my Paypal transactions

Hello Tuffpro, 

 

Welcome to the Community page, 

 

When you are logged into your account go to the cogwheel top right-hand side> under transactions you will see rules click on rules>click on create rule top right> a pop-up box will show, fill in all the information and save

 

 

tuffpro
Level 1

How to create a rule for all of my Paypal transactions

Got it

I had select the paypal account and add a blank space in the description, untick "match exactly" 

Cheers

Paul

 

Ashleigh1
QuickBooks Team

How to create a rule for all of my Paypal transactions

No problem at all Paul, glad you are all sorted now. 

 

Have a good day. 

tuffpro
Level 1

How to create a rule for all of my Paypal transactions

I have just seen that this has not worked.

 

All my paypal transaction are show in quickbooks under each customers name.

The paypal account is shown as [email address removed].

So the problem I'm having is that I can't create a rule so that all of my payments from account [email address removed]  are automatically shown as business income

 To create a rule i have to have add text in the Description field, which would be each customers name.

There is no option to to automatically show all payments from account [email address removed] as business income

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