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coventgardenmartin
July 17, 2021
Question

Paypal Transactions Downloaded Have Mostly Empty Description Fields

  • 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! 

19 replies

MichelleBh
MichelleBh
Level 8
July 17, 2021

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
July 18, 2021

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

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
July 30, 2021

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.


Thanks for the prompt reply, @coventgardenmartin.

 

This isn't the kind of customer service we want you to experience. We strive to provide excellent customer service and deliver customer satisfaction at all times. I'm taking note of the feedback so you won't go through this kind of experience again.

 

I looked into our records and found out that the investigation associated with this thread is now Open. Our product engineers are now prioritizing this so you can get back to your business as soon as possible.

 

Since you've already contacted our support rest assured that you'll be able to receive a notification about the status of the issue. Also, you can check this article to see the different types of support we offer at Intuit and their availability: Support hours and types.

 

I've also added these great resources you can use on how to manage your bank accounts and transactions in QuickBooks Online: 

 

 

Thank you for your patience while we work for a fix. Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I'll be more than happy to assist you again.

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