Use the PayPal Connector by QuickBooks app
by Intuit•14• Updated 1 week ago
Learn how to connect and manage PayPal transactions in QuickBooks Online. You can edit, categorize, and match transactions, customers, and products to keep your books on track.
Save time and improve bookkeeping accuracy with the PayPal Connector by QuickBooks. This app syncs data from PayPal directly into QuickBooks Online, reducing the need for manual data entry.
Note: At this time, PayPal transactions originating from Shopify can't be imported.
These videos show how to use PayPal in QuickBooks Online.
Learn about:
- How to connect
- Data synced from PayPal
- How to review transactions
- What happens when you change settings
- Match items
- Match duplicate items
- Bulk match transactions
- Disconnect the app
How to connect
An active PayPal account is required to use the PayPal Connector by QuickBooks. If you haven't already, create a PayPal account before continuing.
- Sign in to your QuickBooks Online account.
- Go to Apps, then the Find apps tab.
- In the search bar, search for PayPal Connector by QuickBooks.
- Select Get app now.
- Follow the on-screen instructions. When prompted, enter your PayPal account email address and password, then select Log in.
- To authorize the PayPal to send your transactions to QuickBooks, select Agree and Connect.
- After your transactions finish syncing, select Go to App Transactions.
- Confirm the PayPal balance account where you'll find your PayPal transactions, then select Next.
- Note: Generally, this is separate from your bank account and is automatically created for you upon setup.
- If you have historical transactions, select the date you would like to start importing from, then select Done.
Note: You can import up to 6 months’ worth of historical transactions.
You’re ready to go! You'll see the PayPal app and list of transactions on QuickBooks App transactions (Take me there).
Data synced from PayPal
With PayPal Connector, you’ll see most transaction details in QuickBooks that you’d expect to see in PayPal.
How to review transactions
- Categorizing transactions: QuickBooks suggests categories for some transactions you'll find on the App transactions (Take me there) page. Check that it’s correct, then select Confirm or Add. Sometimes we’ll need more info from you before you can add the transaction. In that case, select Review, and add details as needed.
- Matching transactions: If the transaction already exists in QuickBooks, you may have the option to match it. In some cases QuickBooks will suggest one or matching records. Select the one that’s correct, then Match.
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