We could only go back a couple of months when connecting Paypal, but need to go back and pick up older transactions from 1/1/24 - 5/21/24. How do we do this?

You can disconnect your PayPal and connect it again to select a past date, @brett-r. Let me shed some guidance for you to be aligned with your goals.

You can manually import transactions from the past 18 months during the initial setup of the connection, you just need to select a specific date range of a past date. If you want to choose a past date that wasn't included during the initial setup, I recommend disconnecting your PayPal and reconnecting it in QuickBooks Online (QBO). To disconnect, here's what you need to do:
 

1. In your QuickBooks Online, click Transactions.
2. Hit Bank transactions.
3. Select the Edit icon on the PayPal account and choose Edit Settings.
4. After that, hit Disconnect PayPal.

Please note that there's no option to filter on what type of transactions that will be imported. QuickBooks will sync all your available entries; however, it won't include the temporary holds and releases. For other irrelevant transactions that you don't need, you can exclude them in the For Review tab.

Furthermore, to know more about connecting PayPal to QBO, see this article as an additional guide: Connect to PayPal FAQ.

On the other hand, you may also want to have bank rules to help you categorize your transactions automatically.

Tag me if you still need further assistance with your concern, @brett-r. I'll circle back to assist. Keep safe!

I figured it out on my own. 

I pulled the statement data from 1/1/24 - 5/21/24.   I duplicated the lines, and deleted the gross from one set, and the fees from the other set, so that one acts as credits, and the other acts as the debits.  I removed all hold line items.   I divided the file into sections less than 1000 lines, and manually imported the data, using 2 lines for credits and debits. 

We have encountered similar issues. We can only sync the latest six months of PayPal transactions, but we need the entire year of 2024. I’ve tried disconnecting and reconnecting, but that didn’t resolve the problem. I plan to manually add the missing entries for the first four months, but I’m unsure how to do that. I have downloaded the PayPal transactions in a CSV file. Is there a step-by-step guide for adding these entries into QuickBooks?

I'd be glad to provide details about adding the entries in QuickBooks Online (QBO), Jen.

After disconnecting and reconnecting, you’ll be able to select a date range to import transactions from up to 18 months of past data. Please ensure that the transactions you're trying to sync in your PayPal account are cleared, as uncleared transactions will not sync with QBO.

Regarding manual importing of transactions, this option is only available during the initial setup when you can choose a past date. Since your issue persists after disconnecting and reconnecting, I suggest reaching out to PayPal support for further assistance. They have the expertise and resources to help resolve this matter. Please refer to this article for more details: Connect to PayPal FAQ.

Moreover, you can also consider manually entering the transactions to QBO, as an income or expense.

Additionally, ensure to reconcile your accounts to keep them accurate and up-to-date.

Let us know if you have other concerns with manually importing your transactions to QBO or need further assistance with the process. We're here to help you in any way we can.

During the PayPal reconnection process, it didn’t prompt me to enter a date. Any idea why this might be happening? While when I synced QuickBooks with my other bank account, it did prompt for a date, so that worked as expected.

Thanks for the additional information, Jen. I see you're encountering a little hiccup with the PayPal reconnection process not prompting for a date. Let's work together to resolve this smoothly so you can continue syncing your transactions effortlessly.
 

Let's open your account, disconnect, and reconnect your PayPal using an incognito window. This process can help eliminate the possibility of a webpage issue preventing the prompt to enter a start date from appearing.
 

Here are the following keyboard shortcuts:
 

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P
   

To disconnect your PayPal, please follow these steps: 

1. Head to the Transactions menu. Select Bank transactions.
2. Click the Edit icon on the PayPal Bank account.
3. Press Edit Settings and hit Disconnect PayPal.

Reconnect your PayPal. Once prompted to enter the date, set this up and return it to your regular browser. Afterward, clear your cache to start afresh. If the issue remains, consider switching to other supported browsers installed on your system.
 

Meanwhile, I suggest contacting PayPal support to verify why it only imports six months' worth of transaction data. QuickBooks depends solely on the data they provide.

Moreover, I'm adding these additional resources to help reconcile your transactions seamlessly in the future:
 

• Learn the reconciliation workflow in QuickBooks
• Fix issues the first time you reconcile an account

I'm here to assist you every step of the way, Jen. Please let me know how it goes after following the steps above. It's my goal to ensure your PayPal account connects smoothly with QuickBooks, allowing you to manage your transactions without any issues. 

Thank you so much for your assistance. I disconnected and reconnected PayPal again. During the reconnection process, I did notice there is an option to select how far back I want the transactions to be imported. However, I cannot choose a date earlier than six months.

I appreciate your effort in disconnecting and reconnecting your PayPal account to QuickBooks, Jen. I'd like to provide additional information about manually downloading transactions to QuickBooks Online (QBO).

QuickBooks allows you to download your transactions for up to 18 months, depending on your bank provider. Since you're using PayPal, you should be able to download transactions older than 6 months.

If you're unable to do so, I suggest reaching out to PayPal support for further assistance. They have the tools to help you retrieve older transaction data.

Moreover, you can refer our article to learn more about the limits of importing transactions from PayPal to QBO.

Let me know if you have more questions or concerns about downloading transactions. We'll be here to help you.

I checked with PayPal, and they confirmed there’s no limitation on their end. They provided some steps, but my backend interface looks different from what they described. Could you help me double-check? Syncing data for the full year would make things much easier for me.

If syncing the entire year isn’t possible, could you help me with a step-by-step guide on how to manually import PayPal data into QuickBooks? I’ve already downloaded the data from PayPal. Is there a way to add transactions from before six months ago into the same area where the synced transactions are stored?

Connect to Paypal is the new integration app for QuickBooks Online (QBO)  that's why your backend interface is different, Jen.  Let me discuss this matter with you. 

Importing your Paypal transactions to QBO is only allowed during the initial setup of the connection, where you can choose a previous date for the data import. If you accidentally selected the wrong date range or need to adjust it after establishing the connection, you'll need to follow a specific process.

First, ensure you disconnect the current connection by going to the settings and selecting the disconnect option. Once disconnected, you can reconnect, and you'll have the opportunity to enter a new date range for the manual import, enabling you to properly align your data with your needs.

For more information, feel free to visit this article: Use the Connect to Paypal app with QuickBooks Online.

To ensure all entries are accounted for correctly and no duplicates, you can categorize and match them. Once done, you'll want to reconcile them to ensure your books are correct.

I'm always around to help if you have more QuickBooks concerns.