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Join nowLet's go over some troubleshooting steps to fix the issue, speeddoctormachi.
To remove the duplicates, we'll have to delete the transactions that were added to the register. Before we continue, allow me to give you some information about how to handle entries (PayPal) connected to bank accounts.
PayPal expenses paid with a bank account show up on both your connected PayPal account and the connected bank account. You'll have to add both transactions to the PayPal account and match the entry with the transfer on the PayPal account.
When you're ready, proceed with the steps below to remove the duplicates. Here's how:
Please know that transactions with green boxes in the ✔ column came from your bank feed. They will be placed back into the For Review section if you delete them. To keep your records accurate, you'll need to exclude the duplicates.
Click here for more information on connecting to and managing PayPal app transactions in QBO. It includes solutions for managing the data as well as responses to frequently asked questions about the feature.
You can also bookmark the link to our online guide for future reference. There, you'll find resources and answers to questions about QuickBooks and other accounting processes. Simply select the topic that best fits your situation.
Reach out to me again if you have additional questions about managing your PayPal transactions and other product concerns. I'd be delighted to answer them for you. Enjoy your weekend.
When I categorize my transactions on QBO for paypal bank, for transfers, I just need to click the Review, then categorize as transfer to my bank right? I disconnected the paypal and totally re-connected the accounts and am going through 850+ transactions. Really, only 5 categories: Sales, Shipping, Supplies, Transfers, and my QBO software payment.
Why is it on some of the bank withdraw lines on transaction pages is shows 2 or 3 records found for that amount with other dates. Is it looking to make a "rule" or is that line actually having 2-3 of that same amount of withdraw?
Hi there, speeddoctormachi.
Thanks for getting back to us. Allow me to chime in and help ensure this is taken care of for you.
You're already on the right track! If you have imported transactions in your banking feed for both accounts that aren't entered as a Transfer in QuickBooks, you can record it as a transfer from one account. Then you can match the transaction from the other account.
Here’s how to use Match in your banking feed:
To learn more about managing and transferring funds in QBO, consider checking out this article: Transfer funds between accounts.
I'm also adding these articles that tackle questions about Connect to PayPal for further guidance:
I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.
Please post again or leave a comment in this thread if you have more questions about this or anything else QuickBooks. I'll be here ready to help. Take care always.
I deleted my paypal bank from QBO earlier, and re-connected it. Now the register for paypal bank has doubled every transaction and my income now shows doubled. Why didn't it remove the register entries from the register if I re-loaded the bank to start over?
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