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saorimatsumoto
Level 1

How do I match multiple Paypal transactions with one Sales Receipt?

I have 2 separate Paypal transactions ($50 and $150) and need to match with one Sales Receipt ($200). How do I do this?

1 Comment 1
Shania_C
QuickBooks Team

How do I match multiple Paypal transactions with one Sales Receipt?

Glad to have you here in the Community space, Saori

 

Let me help you regarding matching multiple PayPal transactions with one Sales Receipt in QuickBooks Online (QBO).

 

In QuickBooks Online, the ability to match multiple downloaded transactions to the transactions already entered in QuickBooks is not available. However, if you have two payments, you can apply the first payment directly to the sales receipt. After that, go to the banking page to match it. For the second payment, select the line and look for a match. The transaction should appear, allowing you to clear the remaining balance. Another workaround is to exclude the downloaded sales receipt if it has already been entered in QuickBooks.

 

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Moreover, discover how QuickBooks Live Experts can elevate your financial management experience by providing unmatched support and insights tailored to your needs. Acting as your financial guides, our experts simplify even the most complex accounting tasks, ensuring compliance is a breeze. Whether you're looking to optimize cash flow, categorize transactions, or generate detailed financial reports, our professionals deliver the clarity and empowerment you need to make well-informed decisions. Enjoy the peace of mind that comes with expert guidance and unlock the full potential of your financial strategy today!

 

For future reference, please check out this resource on best practices for reconciling accounts: Reconcile an account in QuickBooks Online.

 

Also, I'm adding these articles that you can use as reference in reviewing and categorizing your bank transactions:

 

 

If you need any additional assistance with your transactions in QBO, please leave a comment below, and I will be glad to help you.

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