Can I edit the sales receipt after PayPal connector puts the deposit into my ledger?

Editing a sales receipt that is linked to a deposit is unavailable in QuickBooks Online (QBO), scott238. Let me explain why.

In QBO, you can't edit a sales receipt that's part of a deposit because the PayPal Connector links them together to simplify reconciliation. Editing the sales receipt would break the link and create reconciliation issues.

To correct the sales receipt, you need to temporarily remove it from the deposit, edit it, and then add it back to the original deposit. Please follow the steps below:

To remove the sales receipt:

1. Go to the Gear icon, then select Chart of Accounts.
2. Select View register for the correct bank account.
3. Locate the deposit with the incorrect sales receipt listed.
4. Click the deposit in the register and click Edit to open it.  Now you should be in the Deposits screen.
5. In the "Select the payments included in this deposit" section, uncheck the box next to the payment you need to edit.
   
   
   
   
6. Click Save and Close. You may get a warning that the transaction is linked to others; confirm by clicking Yes.

To edit the original payment:

1. Go to the My apps menu and select Sales transactions under the Sales & Get Paid menu.
   
   
   
   
2. Find the original sales receipt and make your corrections.
3. Once done, press Save and Close.

To add the corrected payment back to the deposit:

1. Go back to the original deposit in your bank register.
2. Click Edit to open it.
3. In the "Select the payments included in this deposit" section, find the corrected payment and check the box next to it.
4. Ensure the total deposit amount is correct.
5. Once done, click Save and Close.

Moreover, did you know that we provide a complimentary session with our QuickBooks Live Expert Assisted service? Our experts excel at making financial management effortless and offer tailored advice, especially in managing your sales.

Please know that our Community forum is always open to help you again if you have other concerns with QuickBooks. Simply return to this forum and we’ll always lend a hand.

That worked albeit very painful compared to the way PayPal used to sync straight into the ledger with a sales receipt that could be edited in about 30 seconds.  Is there a setting I can toggle in PayPal Connector to simplify this multi step/multi screen navigation?  This is adding several minutes per transaction.  I can deal with it for the 20 or so that have come in since having to switch to PayPal Connector but this is not an acceptable solution moving forward.  Suggestions?

Currently, the option to simplify the multi-step/screen navigation process is unavailable, @scott238.

To clarify, the PayPal connector is inherently designed as a multi-step workflow, so the option to go through different screens/sections is unavailable.

Also, you’re correct that once you've unlinked a deposit, you can edit the associated sales receipts. However, unlinking will remove the deposit transactions from your ledger. To bring the deposit back into the ledger, you'll need to re-match the deposit with the sales receipts, ensuring it appears again in the bank ledger.

In case you want to learn more about the PayPal connector to manage your transactions, customers, and products to keep your books on track, refer to this article: Use the PayPal Connector by QuickBooks app.

If you have any other questions about PayPal or sales receipts, please leave a reply below.

The new process adds way too much manual editing.  First confirm from the 'For Review', then unlink the deposit of the sales receipt, then edit the sales receipt, then attach the sales receipt back.  I also am seeing the tax not getting picked up automatically so I am having to save the sales receipt and go back into it and toggle the tax buttons on and off for the tax to be calculated correctly and save it again.  All this is adding minutes per transaction to get it into the ledger.  

Are there other recommended solutions that have a something similar to what the old sync process was like?

I appreciate you providing additional details, Scott. I know that having to manually unlink, edit, reattach, and adjust tax calculations can make managing your transactions feel overwhelming.

We value your experience and input, as it helps us identify areas that need improvement. I encourage you to share your thoughts on the process directly with our product engineers by following these steps:

1. Visit our PayPal Connector by QuickBooks webpage.
2. Click Give Feedback, then complete and fill out the form.
3. Once done, hit the arrow icon located on the lower left side of the form.

Regarding the issue with the sales tax not being automatically calculated, I recommend contacting our live support team for further review of what's causing this unusual behavior.

To get in touch with them, please follow these steps:

1. Hover over the Help icon, then choose the Search tab.
2. In the search box, enter Contact Us.
3. Select the Contact Us area and choose Callback.

For successful communication, please refer to this article for our support hours: Get Help with QuickBooks Products and Services.

We're still available and ready to assist you if you have any additional concerns or questions.