PayPal automatic sync keeps getting “Payee” field wrong. It puts in the name from whatever was in the previous entry. How can I fix this?

I can only imagine what you've been through and it's not what we want to happen, CCH9. Let's work together to ensure your PayPal transactions seamlessly integrate with QuickBooks Online.

By relinking your PayPal bank account to QuickBooks, your transactions will sync automatically every three hours. While transactions that appear in the For Review tab, along with temporary holds and releases, aren't imported by default.

Please know that the data reflected in the Bank Feeds only relies on the data shared by your PayPal account. For any specific transactions categorized as Income or Expense, you can manually update each payee and category section as needed.

It’s also a good idea to check your PayPal account settings in your app to confirm if any adjustments were made before the connection.

If you continue to experience issues, I recommend contacting PayPal Bank support for further assistance. They have the tools to investigate whether the problem originates from their end.

Moreover, categorizing and matching online bank transactions in QuickBooks Online ensures accurate financial reports, simplifies tax preparation, and aids in budgeting.

I’m here to assist you, so please let me know if you have any further questions or concerns about managing your PayPal transactions in QuickBooks. I'm looking forward to your reply.

I am seeing that the Description section is not showing the correct entries, so the rules are not working.  That being said, I cannot follow your step by step instructions.  The only pencil I see in the bank transactions page is the one on each bank.  It leads to 2 options: Edit sign in info and edit account info.  I don't see a settings screen.  Can you help me with a picture of where I should see the pencil?  Thank you.

Hello CCH9,

Thank you for sharing that update with us. I was able to pull up my test account and I am seeing exactly what you are seeing as well. For this situation, I recommend calling us back to possibly launch an investigation as to why this happening and if there are other users being affected. I also recommend calling PayPal to see if there were any recent updates to their system to narrow down the root cause of the issue.

Please let me know, how the conversation goes! I will be around. See you later.