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J
JayJay112
November 20, 2024
Question

Connect To Paypal not working

  • November 20, 2024
  • 7 replies
  • 59 views

My connect to PayPal has not been working properly. Payments received are not matching with the invoices that I have. After deleting it and re-installing it, the app finally found one invoice to match, but there's an invoice for every transaction. There's also no way to make it match up. 

7 replies

J
jeanbiverly_
November 20, 2024

Hello, @GamerMeld. It's certainly concerning when payments and invoices do not match up correctly. I've got your back.

 

There are several reasons why some transactions can't find their match in the existing records:

 

  • The amounts or dates don’t match.
  • The transaction is older than 6 months.
  • The bank account associated with the payment is different from the bank where the match is located.
  • The payment has already been reconciled.
  • The record is matched to another transaction.
  • The system searches for transactions within a 10% range of the bank transaction dollar amount when attempting to match foreign currencies.
  • There are multiple currencies involved, and the exchange rate has significantly changed, making the amounts appear very different.

 

For more detailed information, visit this article: Match online bank transactions in QuickBooks Online.

 

If everything appears correct, the mismatch between the payments received and the invoices is likely caused by a cache-related issue. If this is the case, let's perform some troubleshooting steps. You can use a private or incognito window to rule this out. Here are the shortcut keys:

 

  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Google Chrome browser: Ctrl + Shift + N
  • For Safari browser: Command + Shift + N

 

Next, log in to your QuickBooks Online (QBO) account and match your transactions again. If it works, you can clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, you can use other supported browsers.

 

If the problem persists, I recommend contacting our support team for further assistance. Providing them with specific details about the transactions in question and any error messages you've received will help expedite the resolution process.

 

Once you've successfully categorized and matched your transactions, reconcile your accounts to ensure they align with your bank and credit card statements. For more guidance, check out this article: Reconcile an account in QuickBooks Online.

 

If you've got additional concerns, don't think twice about getting in touch. You can always count on me to listen. Take care.

J
JayJay112Author
November 20, 2024

Is there no way to just force a match? In the bank feed, I can literally go in and suggest a different match. I don't understand why this wouldn't be an option. I may just have to start manually doing this. Also, how would the dates match up? The payment isn't done the same day as the invoice is made. 

J
JayJay112Author
November 21, 2024

Thanks for getting back to us, @GamerMeld. Let me provide information about matching your PayPal transactions and steps to handle the situation more efficiently.

 

When using the PayPal Connector app to import transactions, it automatically creates entries for you. Therefore, you won’t have the option to match received payments with invoices. In your case, I recommend excluding the downloaded records.

 

Here's how:

 

  1. Navigate to Transactions, then choose App transactions.
  2. Select Paypal and go to the For Review tab.
  3. Tick the checkboxes next to the transactions you want to exclude.
  4. Click Exclude.

 

Once you do this, the entries will move to the Excluded tab on the Banking page.

 

Moving forward, it's best not to manually create transactions for PayPal payments to prevent duplicate records and ensure accurate financial reporting.

 

I’m also including this resource to help you manage the integration between PayPal and QuickBooks more effectively: Use the Connect to PayPal app with QuickBooks Online.

 

My priority is to help you maintain the accuracy and organization of your records. You can always return to this thread if you have any additional queries. Take care.


Why would I exclude them? The entire point of it is to use the PayPal connection to make entries. ALL but 1 entry can't match the invoice. That completely defeats the purpose of the integration.

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