Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Let's dive into this together, Travis.
If you have manually uploaded your PayPal transactions, ensure that the allocation of amounts (money in, money out) in the import mapping is accurate. To correct this issue, begin by excluding the incorrect transactions.
Here's how:
- Go to Transactions, then select Bank transactions.
- Click the For Review tab.
- Tick the checkbox of the transactions to exclude.
- Hit Exclude.
Once done, you can re-import the transactions using the proper format.
On the other hand, if it's connected to online banking, you can verify with PayPal if they've implemented updates on their bank feeds that might have caused incorrect categorization of transaction amounts. QuickBooks only depends on the banking data that PayPal provides.
Additionally, you can view this material to learn how to review your accounts to ensure they match your bank and credit card statements: Reconcile an account in QuickBooks Online.
You can also check out our QuickBooks Live Expert Assisted service if you need assistance in managing your transactions. They can share best practices to help streamline your financial processes.
If you need any more assistance with uploading transactions, don’t hesitate to reach out.
