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Everything you need to know about banking in QuickBooks Online - Discover more
thewoollyrabbit1
Level 1

I sell products from my website which creates an invoice number and its own invoice. Customers pay at time of check out. How do I link this to my PPal entry in QBO?

Do I need to reference which paypal transaction corresponds to which paypal payment? I'm a bit confused!
5 REPLIES 5
Fiat Lux - ASIA
Level 15

I sell products from my website which creates an invoice number and its own invoice. Customers pay at time of check out. How do I link this to my PPal entry in QBO?

which e-commerce platform do you have?

John C
QuickBooks Team

I sell products from my website which creates an invoice number and its own invoice. Customers pay at time of check out. How do I link this to my PPal entry in QBO?

Hi thewoollyrabbit1

 

Do you have PayPal synced as an app or connected as a bank account?

thewoollyrabbit
Level 2

I sell products from my website which creates an invoice number and its own invoice. Customers pay at time of check out. How do I link this to my PPal entry in QBO?

I use Wix

thewoollyrabbit
Level 2

I sell products from my website which creates an invoice number and its own invoice. Customers pay at time of check out. How do I link this to my PPal entry in QBO?

Its connected directly as a bank account.

Charies_M
Moderator

I sell products from my website which creates an invoice number and its own invoice. Customers pay at time of check out. How do I link this to my PPal entry in QBO?

I'm glad you came here, thewoollyrabbit.

 

You can simply match the transactions from your online banking. I've outlined the instructions on how to do it below:

  1. Go to Banking on the left menu.
  2. Click the  For Review tab.
  3. Select the transaction to expand the view.
  4. Select Find match.

Take a look at this article for reference to learn more about matching downloaded transactions in QBO: Download, match, and categorise your bank transactions in QuickBooks Online.

 

I'm only a couple of clicks away if you have additional questions or any clarifications. Have an awesome day!

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