How to match a PayPal payment to multiple expense documents using new connector

Hi Gaspa, glad to have you here.

I understand you’ve recently switched to the new connector and are noticing changes in how it works, especially the missing “Match” option you were used to. I know how important that feature is for keeping your records accurate, so let me share some possible reasons why the Match option isn’t appearing and what you can try.

Before we go deeper, may I confirm whether this issue happens only with expense transactions, or are invoice transactions also not showing the Match option? Any details you can provide will help us identify the cause and offer a more accurate, tailored solution for you.

One of the most common reasons the Match option may not appear with the new PayPal connector is incorrect account mapping in your settings. The system looks specifically for transactions recorded to your PayPal account with closely matching dates, amounts, and details. If an expense was posted to a different bank or credit card account, or if the totals differ even slightly because of PayPal fees, the system may not recognize it as a valid match.

If the bank account linked to your expenses is correct but the Match option still isn’t showing, you can try triggering it manually. Click the PayPal transaction in the For review tab to expand it. In the expanded view, look for and select Find match; this opens a screen where you can tick the boxes for all the individual expenses, bills, or receipts that make up that single PayPal payment, allowing you to link multiple documents at once.

I also recommend performing monthly account reconciliations to keep a close eye on your transactions and ensure everything lines up. This regular review helps maintain consistent records and improves the reliability of your financial data.

This meticulous alignment of transactions ensures consistency in record-keeping and boosts the reliability of your financial data. If you have any further questions or concerns, please don't hesitate to click the Reply button below. My team and I are always here to help you.

Thanks for your response. I had created expense documents in the date range and with the PayPal account. I had done it like this with the old connector where this was no issue.

There is no "Find Match" option in the expanded review screen. I can only enter a split, but that doesn't help.

Hi there, @gaspa1960.

Since QuickBooks matches transaction items to your existing products and services, you can simply select the Confirm option for PayPal payments from the For Review tab.

Please note that the match criteria are based on the item name. For more details, refer to the Matching items section in this article: Use the PayPal Connector by QuickBooks app.

Also, QuickBooks Online now automatically suggests the "Customer Name" or "Vendor Name" for matched transactions based on advanced algorithms and scoring; this happens once you turn on customer and vendor tracking in PayPal Settings.

Should you have any questions, feel free to drop a message in this thread.