Learn how to change the settings for your PayPal transactions.
Changes in your company processes might require you to change the mapping settings of your Sync with PayPal transactions. In this article, we'll show you how to do that from the app center and within QuickBooks Online. We'll also answers some questions you may have about mapping transactions.
Change settings from the App Center
Here's how to change the mapping settings from the App Center.
- Log in to Intuit App Center.
- Go to Apps.
- Locate the Sync PayPal app card. Then select Settings.
Change settings from QuickBooks Online
Here's how to change the mapping settings from within QuickBooks Online.
- Go to Apps.
- Select Firm apps.
- Choose Settings from the Action drop-down.
- Select Edit in the App Settings section.
What happens to my transactions after I change mapping settings?
All transactions imported after the mapping settings changed will be imported using the new mapping. All previously imported transactions will continue to remain in their appropriate accounts as per the previous mapping.
What do each of the mapping screen drop downs mean?
Here’s what each of the mapping screens in the drop-down means:
All your sales tax on transactions from PayPal will appear in QuickBooks under the selected item.
|Label in App Settings
|Pre-filled List Options
|Name for your PayPal account in QuickBooks
|Your PayPal account will be created in QuickBooks Online under the selected value. To change this setting, use the drop-down menu and pick an account of your choice from your Chart of Accounts.
|Bank account where PayPal funds are transferred to/from
|Must Select a Bank account from your QuickBooks Online Chart of Accounts
|All your bank transfer transactions from PayPal will appear in your QuickBooks Online under this account. To change this setting, use the drop-down menu and pick a pre-existing bank account from your Chart of Accounts. Or select "No - Do not track transfers" if you do not want these transactions to appear in your QuickBooks Online.
|Income Type for funds received through PayPal
|All your sales transactions from PayPal will appear in QuickBooks Online under the selected item. To change this setting, use the drop-down menu and pick a pre-existing sales account from your Chart of Accounts.
|Expense type for fees charged by PayPal
|All your fees for transactions from PayPal will appear in QuickBooks Online under the selected item. To change this setting, use the drop-down menu and pick a pre-existing fees account.
|Payment method for PayPal transactions
|All your transactions imported from PayPal will have the payment method as the selected item in this drop-down menu.
|Default sales tax on PayPal transactions (when no match is found)
|PayPal Sales Tax
|Customer details to import from PayPal
|You can choose to pull all customer details or no details. By default, we will use the integration default of pulling "All details" for tracking your PayPal customer details in QuickBooks Online.
I often create my PayPal accounts under a sub-account. How do I ensure my transactions map correctly?
The drop-down menu in mappings settings do not show sub-accounts appropriately indented. Though it will display them with the associated parent account. Please see the image below to understand how sub-accounts are displayed within the Sync with PayPal app settings drop-down.