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Buy nowThis is still an issue as of April 28th 2023 and NEEDS to be fixed on Quickbooks end!!! No exceptions! Sorry to tell you Quickbooks, but the customer is always right. Period.
This is still a problem Jan 2025 -- when you create a rule you can specify "deposit" instead of "sales receipt" but it doesn't work -- it still defaults to "sales receipt" and you have to go manually into every entry and change it -- a time sink when you are processing dozens of Paypal transactions each week. Should be an easy programming fix.
Hi there, toddjay.
I understand you are experiencing issues with the rule you specified not working as expected in QuickBooks.
QuickBooks relies on the transaction data transmitted by your financial institution, and sometimes discrepancies can occur based on the information provided.
To help us improve and address this issue, I would suggest sending your feedback directly to our developers. They actively consider customer suggestions when planning future updates and enhancements to QuickBooks. Here's how:
Your input is valuable and can help us enhance the functionality of QuickBooks to serve your needs better.
You can take the time to review and reconcile your account to confirm that your financial records are precise and up to date.
Additionally, have you explored services from our QuickBooks Live Expert Assisted team? They excel in optimizing the management of entries and monitoring your financial activities. I highly recommend exploring their services to significantly improve your handling of accounting tasks!
You can always get back to the Community space if there's anything else you need to know about handling bank-related tasks, toddjay. I'm here to help all the time.
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