Duplicate Transactions created from Squarespace and Paypal

Thanks for reaching out and providing detailed information about your concern, @holtonbk.

To fix the issue, let's start by checking the bank deposited in the Square space for the sales receipt generated. It should be PayPal since it's paid through PayPal. If not, then you may need to delete the duplicates manually.

To delete duplicate transactions, you can go to the Customer's profile Transaction list. Let me show you how:

1. In the left menu, click Sales.
2. Go to the Customers tab.
3. Locate and click the name of the customer.
4. Go to the Transaction List tab.
5. Find and open the duplicate transaction.
6. Click the More button at the bottom.
7. Select Delete.
8. Click Yes to confirm.

To know more about integrating your PayPal to QuickBooks, see this article for a guide: Differences between Connect to PayPal app, Sync with PayPal app, and PayPal Bank Feeds. It contains information about third-party PayPal and QuickBooks integration software.

Should you need anything else or if you have additional questions about this, do let me know. I want to help however I can. 

Yes, the deposited to field is properly listed as Paypal for the SqSp sales receipt. The problem is that there are two sales receipts for the same transaction automatically being imported from the two different sources. 

I understand going back through and deleing these is going to be necessary, but like I mentioned in the OP, there are too many of these transactions to have to go through and delete a duplicate for each one. 

Thank you for getting back here, @holtonbk. Let me share some insights about duplicated transactions.

QuickBooks Online (QBO) relies on transactions a third-party app provides. You have 2 active apps, which is why there are multiple transactions.

What you can do is delete these transactions one at a time. The option to remove them in bulk is unavailable.

To avoid duplicate transactions, you can leave one connection to third-party apps. Otherwise, you have to delete them every time the transactions from the two third-party apps sync with QuickBooks Online.

Furthermore, you can visit this link and search for a third-party app that can delete your transactions in bulk.

Moreover, you can also visit this article article   to learn more about syncing PayPal with QuickBooks.

Please feel free to post an update below if you have additional questions. I'll be more than happy to help you at any time. Have a great day!

I understand about deleting the duplicates that are currently there. Is there no other way to sync with paypal? I don't want it to create sales receipts, OneSaas is doing that alread. It seems crazy to me that this is how it works--it makes this paypal integration completely incompatible with other ecommerce integrations. Is there another option?

Hello holtonbk!

Thanks for the reply. Allow me to further help you with the OneSaas and Paypal integration.

When you integrate OneSaas, you'll have an option to select a payment account. We can easily match it if you set it to Paypal. Please check step 8 under Configure your Squarespace and QuickBooks Online connection section of this article: Integrate Squarespace and QuickBooks Online using the integration guide.

With regard to the downloaded Paypal transaction, we can find the matching entry from OneSaas. First, let's undo it since you added it already to your register.

1. Go to the Banking/Transaction menu and select Banking.
2. Select the tile for Paypal and find the duplicate entry from the Categorized section.
3. Tap Undo.
4. Go back to For review section and find the same transaction. Select it to expand the view.
5. Click the Find match radio button. On the Match transactions page, find and check the matching entry from OneSaas.
6. Save it.

On the Match transactions page, you can use the filters such as dates and transaction type under the Show drop-down to easily locate the matching entry. Please check this article for your reference in categorizing a downloaded transaction: Categorize and match online bank transactions in QuickBooks Online.

Also, I added this link if you need help in balancing your accounts: Reconcile an account in QuickBooks Online.

Keep your posts coming if you need more help with your sales transactions. I'll assist you!

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@holtonbk wrote:

Is there another option?

---

@holtonbk 

Explore this app to reconcile your SquareSpace and PayPal transactions into QBO.

https://synder.grsm.io/quickbooks

Hi there, thanks for the info on OneSaas & Paypal matching. 

I just want to make sure I'm understanding correctly--there would still be the problem of two sales receipts being created, right? The instructions you sent don't address that part, but how to handle the initial sales receipt coming in from Squarespace?

It's early and I want to make sure I'm not missing something (: 

Thanks for your prompt reply, @holtonbk. Let me address your concern about the integration of QuickBooks Online (QBO) and Paypal.

Both the OneSaas and Paypal applications generate a sales receipt that results in a duplicate transaction. Inuit does not recommend the use of third-party application software to connect a PayPal account with QBO.

To avoid duplicate transactions, I recommend you keep one app active. Then proceed to remove the other.

For more details on syncing your PayPal with QuickBooks Online, simply click here .

Additionally, you can check out this article to reconcile your bank transactions.

Let me know if you need further assistance with the PayPal application. I’ll be delighted to assist you. Have a great day!

Help! I need help with PP online sales qbo entry. flow. I have PP set up as a bank and the feed is working. I need help with processing the PP feeds, for categorize, match, and transfer? Willing to pay for some training.

My new boss is a big-time online seller of data materials. 

Hi there, ph media.

I'm so glad you gave us some additional information about your question. 

The Connect to PayPal app is a third-party app that is developed by Intuit in which this data integration between QuickBooks and PayPal is free to all QuickBooks Online customers. This app lets you handle your PayPal transactions the same way as other bank transactions. You can easily edit, categorize, and match transactions in QuickBooks once connected.

I added this link if you need detailed steps on how to review and categorize the downloaded transactions: Categorize and match online bank transactions in QuickBooks Online. This also has a link on how to reconcile the accounts.

To know more about how Connect to PayPal app works in QuickBooks, see the below links:\

• Connect to PayPal
• Use the Connect to PayPal app
• Connect to PayPal FAQ

Stay in touch if you have questions while working in QuickBooks. I'm here ready to help you. Wishing you the best.

Thank you QuickBooks for the solution I get it easily

Thanks for letting us know your banking issue is already resolved, MaximusM. 

Just in case you'll need to categorize a downloaded transaction, you can check out this article for the steps and details: Categorize and match online bank transactions in QuickBooks Online. Also, I added this link if you need help in balancing your accounts in QuickBooks: Reconcile an account in QuickBooks Online.

I'm just one click away if you need a hand with running your financial reports. You can leave a comment below and I'll get back to you. You have a god one.