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Hi there, @dan543.
All transactions being downloaded to QuickBooks Online are dependent on what the financial institution provided.
It's possible that PayPal hasn't confirmed the refunds yet on their system. This can be the reason why it isn't downloading in the Banking page.
To verify, I'd recommend contacting PayPal support. They have the tools that could check your account and address the cause of the issue.
In the meantime, you can manually import transactions from PayPal. This will help us ensure that your books are updated. Here's how:
Please make sure to "uncheck" the Re-Import previously imported transactions box. That way, the new transactions will not overwrite the previously imported transactions.
Here are some useful resources you can use while connected with the app.
Set up bank rules to categorize online banking transactions in QuickBooks Online
I'm here to assist you again if you have other questions about QuickBooks Online. Simply click the Reply button and leave a comment below. Have a good one.
Hi there, @dan543.
All transactions being downloaded to QuickBooks Online are dependent on what the financial institution provided.
It's possible that PayPal hasn't confirmed the refunds yet on their system. This can be the reason why it isn't downloading in the Banking page.
To verify, I'd recommend contacting PayPal support. They have the tools that could check your account and address the cause of the issue.
In the meantime, you can manually import transactions from PayPal. This will help us ensure that your books are updated. Here's how:
Please make sure to "uncheck" the Re-Import previously imported transactions box. That way, the new transactions will not overwrite the previously imported transactions.
Here are some useful resources you can use while connected with the app.
Set up bank rules to categorize online banking transactions in QuickBooks Online
I'm here to assist you again if you have other questions about QuickBooks Online. Simply click the Reply button and leave a comment below. Have a good one.
Yes, it was the "Download Reversals" switch that was not selected. Odd. That should be default selected as "Yes" I would think for most users. Thanks for the tip.
The solution is to enable "Sync Hold and Reversal Transactions" with these steps:
These instructions are for when using "Accountant view" and may be slightly different for "Business view."
Thanks to dan543 (the asker) for guiding me to this solution.
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