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ericmath
Level 1

Paypal Bank Feed Issues

Hi,

 

I've connected our Paypal account through banking and overall the syncing seems to be working. However, I have noticed a couple of things missing and wondering if I set something up wrong or whatnot.

 

1. No Customer data is imported. Everything is under the description field on deposit. On any withdraws/payments, it simply says Paypal as the vendor and I need to look up each transaction within Paypal so see how to classify it. This also makes it unable to use rules. 

 

2. Paypal Bank balance under charts is empty. There is a QB Balance but not bank balance. This I believe is why the Cash Flow widget on the homepage doesn't reflect the Paypal Bank either. 

 

Thanks.

1 Comment 1
JessT
QuickBooks Team

Paypal Bank Feed Issues

Hi Eric,

 

If this would be my case, I would also prefer to see the details than just seeing PayPal in the description.

 

QuickBooks only shows the information forwarded from your PayPal account. We can add the Bank Details column to see if they've included the details of your transactions. If they do, you can use Bank text in your rule instead of description.

 

To add the column:

  1. Click the small Gear icon above the ACTION column.
  2. Place a checkmark in the Show bank details checkbox.

In regard to the balance, you can click the Update button to refresh it.

 

Let me know how the steps work for you.

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