I have PayPal connected to my QuickBooks Online and it has been great overall. However, this week I have a transaction that doesn't seem to be coming in. It's from 3 days ago now and all the transactions around it have come in and been processed. The only thing I can see that may have tripped it up is that the buyer name has a comma in it, but that's just a wild guess.
First, is there any type of transaction log or error log that would tell me if there was some type of error importing it? Second, is it safe to assume that this one will not be coming in and I should enter it manually? I don't mind doing that if needed but I want to make sure it's not going to come in on its own later and duplicate...
You guessed it right, sfaust.
When importing transactions from PayPal, special characters are not accepted. On top of that, you'd have to ensure that the transaction you're trying to import is a balance affecting one. Hold or release transactions won't go through either.
I'd suggest editing the buyer's name from your PayPal account to remove the comma. But if it really needs to be in there, then you can manually create the transaction inside QBO. As long as the special character is there, it will not go through and won't cause duplicates in the future.
You can learn more about it here: Connect to PayPal FAQ. Just scroll down to the Unexpected results and Errors section to review other reasons why PayPal entries won't go through.
I really appreciate that you've asked about having an error log for the downloaded transactions. I've been seeing this request from other customers as well, even I am interested in having this option. I'll pass on your suggestion to our developers to be evaluated for future updates. This will probably get a chance of being added soon.
Stay in touch if you need help with anything else. Thanks for dropping by.
Yes it is balance affecting.
By edit the buyers name, do you mean in PayPal or in Quickbooks? I don't see a way to do it in PayPal and the transaction isn't in Quickbooks yet because it won't import, can you clarify?
As an additional suggestion, if PayPal allows characters in the name that Quickbooks doesn't support it would be nice if the connection would strip those characters to 'sanitize' the data before processing so that it doesn't create an error, or at least have an option to set it up that way.
I'm dropping by to shed some light on this issue you mentioned.
What @SophiaAnnL meant was for you to edit the buyer's name in QuickBooks Online (QBO). If in case it doesn't work, you can record the transaction manually. This way you can ensure that your QBO bank balance agrees with your actual bank balance.
It's always appreciated when our users ask for useful features to be added to the product. Rest assured, this will be passed along to our developers for evaluation.
In the future, if you'd like to know how to reconcile accounts, you can refer to the article provided. It gives you the steps from setting up of reconciliation up to the actual reconciliation process.
Don't hesitate to leave a comment below if you have any other questions. We'll be here to lend a hand.
Thanks for keeping us updated, Sfaust.
You'll have to edit the buyer's name in your PayPal account. Then, take out the comma so the transactions will be downloaded.
Although, as what my colleague mentioned, if the comma needs to be there, you'll want to enter the transactions manually.
I'll show you how to add a buyer/customer inside QuickBooks Online:
You'll then be routed to the customer's profile. To create a transaction, just click New transaction, then choose any sales form.
Feel free to get back to us if you need more help. Have a nice day!