How do you set up Zelle, PayPal, Venmo etc. in QBO?

I'll assist you in connecting three payment providers to QuickBooks Online (QBO), TheProuddad.

To start, let's make sure that you've added the correct bank in QuickBooks by using the sign-in URL. Also, the bank does not connect to all types of accounts. You may verify with your financial institution how they send this information.

Here's how: 

1. Go to your bank's website and log in to your account.
2. Then, copy the URL located at the address bar of your web browser.
3. Log in to your QuickBooks Online account.
4. Go to the Banking page and then click on Add account.
5. Paste the URL.
6. Click on the bank's name and sign in to your account.
7. Follow the onscreen instructions.

Also, In QuickBooks Online, there are 3 ways to connect your PayPal account. The main difference between the connections is the way certain transactions are handled and the transaction details that are imported. 

Let's also take note that for PayPal Bank Feeds, users won't be able to get a detailed breakdown of their sales transactions. To ensure that you'll be able to obtain the details that you need, you'll want to use the Connect to PayPal or Sync with PayPal integration instead.

Once everything is good, we can review the imported transactions by matching or adding them to avoid double entries in the system: Categorize and match online bank transactions in QuickBooks Online.

We can also check our third-party applications that could perfectly fit your needs, we can see them in Apps Center or go to the Apps menu in QuickBooks. From there, we'll have the option to read the app's description and check out the reviews to better give you an idea of selecting the app that works best for you to connect and integrate it to QuickBooks Online.

Here's how to find apps:

1. From the left menu, select Apps.
2. Go to the Find Apps tab.
3. Enter the app name in the search bar, and then the suggested apps will appear.

Here are some helpful articles you can refer to when connecting bank accounts in QuickBooks Online:

• Connect bank and credit card accounts to QuickBooks Online.
• Manually upload transactions into QuickBooks Online.

If we need more help connecting your bank account to QuickBooks, don't hesitate to contact us anytime. We're always here to help you.

Thank you for your effort to help me.  I was not clear in what I wanted.  I am already set up in QBO to sync with PayPal, for example, so I am able to access my transactions.  My confusion begins at this point.  A given transaction will be displayed in PayPal and a transaction for the same amount will also show in the bank account that is attached with PayPal. 

What now?  Must I categorize the transaction in both PayPal AND the bank?  Please tell me the most efficient way to handle this part of a transaction.

Re. Zelle:  Should Zelle be set up as a separate account, a vendor or as a customer????? 

Re. Venmo:  Should Venmo be set up as a separate account, a vendor or as a customer?

Hello there, @TheProuddad. I'm here to help you sort things out with your Paypal transactions.

In your case, you'll need to match the Paypal transition to the bank account in QuickBooks Online. This links them together so you can avoid duplicates when reconciling your account in QuickBooks. Here's how:
 

1. Locate the downloaded transaction with the Match option from the Action column.
2. Take note of the Date, Description, Payee, and amount spent or received.
3. Click the downloaded transaction to expand the view.
4. Review the Matching records found in QuickBooks. To match the transaction you already entered in QuickBooks.
5. Select the link next to each match to get more details.
6. Review the Deposit to, Payment method, and Bank account fields on forms for the existing transaction in QuickBooks, to make sure this is the correct match.
7. Then select Match.
    

You can refer to the following articles for more details:
 

• Categorize and match online bank transactions in QuickBooks Online
• Paypal and QuickBooks Online Integrations
   

On the other hand, with regard to your Venmo and Zelle concerns, I'd suggest consulting your accountant for the right process to set up your Venmo and Zelle transactions.

Moreover, please refer to this article for future reference: Reconcile an account in QuickBooks Online.

Please post a reply if you have any further clarifications with the process provided above. I'll get back to you as soon as possible. Take care!