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canvellollc-gmai
Level 1

I want to add my PayPal credits card but I can not find this on the bank listing how can I add this to track my transaction

 
1 Comment 1
GlinetteC
Moderator

I want to add my PayPal credits card but I can not find this on the bank listing how can I add this to track my transaction

I can offer assistance in adding your PayPal account to QuickBooks Online (QBO), canvellollc.

 

If you don't see your PayPal credit card listed in the banking section of QuickBooks Online (QBO), it may not currently supported yet. You can submit a request to add your PayPal credit card to the list of supported banks as a workaround. Please note that this process may take some time as it involves considering the number of requests received and obtaining approval from the bank. 

 

Here's how:

 

  1. Navigate the Transactions menu and click on the Link Account.
  2. Search for the name of your financial institution.
  3. Select the Request support for your bank link and enter your bank's web address (URL) in the field provided, then select Request.

 

For additional reference, check this article: Find your bank or credit card account when you connect to online banking in QuickBooks Online.

 

Additionally, you can add your PayPal transactions by downloading a CSV file format from your bank and uploading them to QBO. 

 

To upload the transactions to QBO:

 

  1. Navigate to the Transactions tab and click on Bank transactions
  2. Locate and click on the blue tile representing the account where you want to upload the transactions.
  3. Click the Link account ▼ dropdown and then Upload from file.
  4. Choose either the Drag and drop option or select files to locate and select the file you downloaded from your bank. Then, click on Continue.
  5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
  6. Follow the onscreen instructions to match the columns from the file with the appropriate fields in QuickBooks. Then, click on Continue.
  7. Select the transactions you want to import, and click on Continue.
  8. Confirm by selecting Yes, then click on Done to complete the process.

 

After obtaining your PayPal data, take the necessary step of categorizing the transactions accurately to maintain proper accounting practices.

 

If you have any additional inquiries or need further assistance with linking your PayPal account, please add a response. I'm here to help again.

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