Question

Paypal Transactions Downloaded Have Mostly Empty Description Fields

Forum|Forum|5 years ago
July 17, 2021
19 replies
53 views

I've just joined QBO and have multiple bank accounts. I've attached them all and downloaded transactions going back to the 1st of the year. When I look at TRANSACTIONS / BANKING and select the Paypal bank I see all the transactions but the DESCRIPTION field for more than 80% of them is blank. The remaining 20% are normal and say Uber or Airbnb or Google. And when I click the gear and add Payee or Show Detail I get Paypal for all of them and the detail is always a long transaction ID like: Transaction ID: 3YS86149WH5095338https://www.paypal.com/activity/payment/3YB8614FFS5095338 I have to literally click every one of these transactions to be taken to Paypal to see it says something like: Seller: KEY FOOD GROCERY STORE etc. This should be in the description fields so I can make rules and easily identify the purchase but this is nowhere to be found in these 80% of the transactions.

Did I import them improperly in the initial bank setup of QBO? Should I be seeing these seller names in the transactions like I do for all of the other accounts I have on QBO? They are formatted slightly differently but you can see who the business is and can make a rule. What am I doing wrong? Or need to do?

Desperate for some help. Thanks!

QuickBooks Online

MichelleBh

Level 8

I appreciate you for uploading your PayPal data into QuickBooks, @coventgardenmartin.

I have here some troubleshooting steps with your PayPal transactions in QuickBooks Online (QBO). Thus, you can see the appropriate transaction description without a moment's delay.

Missing details or data in QBO are usually the results of outdated or corrupt cache files in your web browser. Not to worry, you can clear them in just a few easy steps. To begin, I'd suggest logging in to your QBO account through incognito. This way, you can check if it's a browser-related issue.

Here are the keyboard shortcuts:

Ctrl + Shift + N (Google Chrome)
Ctrl + Shift + P (Firefox)
Control + Option + P (Safari)
Ctrl + Shift + P (Microsoft Edge)

Once logged in, re-check the description of your transaction on the Banking page to verify if it's already performing well. If that works, you'll want to clear the cache of your regular browser. Doing this will force QuickBooks to load a fresh copy of everything on the screen and help to restore those missing descriptions. In addition, using another supported browser is a great decision too.

If the issue persists, I'd recommend contacting PayPal support. They have tools to review your account settings and find a way to include the transaction description while integrating. This way, you see the description within QuickBooks automatically. Also, the transactions being downloaded to QBO are dependent on what the financial institution provided.

Once everything is in order, you can now categorize and reconcile your PayPal account whenever you're ready. Then review your chart of accounts to track all the data you've entered into the system.

Feel easy to visit these articles below the frequently asked questions about importing PayPal transactions and other related topics.

Should you have any other concerns or questions about PayPal data, please don't hesitate to get back to me. I'm more than happy to help you. Stay safe.

C

coventgardenmartinAuthor

I'm still awaiting a reply to my last post. Thanks.

C

coventgardenmartinAuthor

Thanks for joining this Paypal discussion, @coventgardenmartin.

There has been some reported issues about this which was escalated to our engineers for a fix. However, the investigation was tagged closed as of 07/14/2021. This means that some users experiencing the problem has already been taken care of, and can use the service again.

However, we do not assume that everyone else had their Paypal services up and running, which is why we still recommend contacting our Support Team. This way we can re-open the investigation, so our engineers can release additional workarounds and fixes specifically for your account.

This might have impacted your workflow, but this issue requires additional troubleshooting prior to engaging engineers. To contact our support, follow the steps below:

Go to the Help menu in QuickBooks, then choose the Search tab.
At the bottom click on Contact us.
Enter the keyword Account Management and Billing in the What can we help you with? box.
On the next screen, scroll down to How would you like to connect with us section.
Choose Chat with us to initiate a discussion with a live agent.
Enter you account contact information then press Get a chat.
When using this option, make sure to enable pop-up windows. The chat box will appear at the bottom right section of your monitor, and an agent will be with you shortly after. See this:

To ensure we address your concern on time, check out our support hours.

Post here again if you have other QuickBooks concerns. I want to make sure you get the help you need from us. Have a good one!

Thank you, Jen.

I've done this before your message, I believe 6 times now. My sixth attempt was just yesterday with one of your support agents leaving chat before even addressing this issue. See screen capture. I had one chat that lasted about 30 minutes the day before where I went over all the details in this post before they told me I had to use a different help and I clicked their link and then repeated these issues (again almost verbatim just repeating the forum post) before they too exited chat before offering any solution. Each time I've told your company's help staff that the admins in this forum have said the ticket for the engineers needs to be re-opened as it wasn't fully fixed. And yet the problem is still here.

Sign up

Login with SSO

Let's get you signed in

Login with SSO