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louisgeorges2000
Level 3

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

I can update my bank account but not my paypal account. It update itself every few days but the "update" button doesn't work.
14 Comments 14
Alessandra_B
QuickBooks Team

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

Hello @louisgeorges2000,

 

Let me guide you in updating your bank using an incognito/private browser.

 

Let’s perform some troubleshooting by opening an incognito/private browser to update your bank. This way, you’d know if this is caused by a browser issue. 

 

Use these keyboard shortcuts in opening an incognito/private browser:

  1. Google Chrome: Ctrl+Shift+N
  2. Mozilla: Ctrl+Shift+P
  3. Internet Explorer: Ctrl + Shift + P
  4. Safari: Command + Shift + N

If you’re able to update your bank, you need to offload some data from you default browser by clearing it's cache. This way, your browser can process data faster and improve its performance.

 

If this doesn’t work, you may need to update your bank using another browser.

 

Don’t hesitate to click on the Reply button if you have any other concerns.

louisgeorges2000
Level 3

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

I tried incognito and it didn't work. I disconnected my paypal account and re-connected it using a different browser and it didn't work either. What's next?

BettyJaneB
QuickBooks Team

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

Hi there, @louisgeorges2000.

 

I appreciate you providing the details about the steps that you've tried to fix this issue. I can share some troubleshooting steps to get this sorted out.

 

Do you encounter any errors while trying to do the process? If so you can try fixing the online banking errors by following the steps found in this link: How to manually update an account to fix banking errors.

 

If the problem continues, you can try logging in to your bank's website to verify if the issue has something to do with your financial institution.

 

To do that:

  1. Go to the Banking tab.
  2. Select Add Account (you won’t add an account, you just need the listed URL).
  3. Search for your bank and select it.
  4. Select the URL listed in the window.
  5. Sign in using your bank website username and password.
  6. If you can sign in to your bank’s website, you’re halfway there.
  7. Check your account page for messages, notifications, or alerts. Any display or login issues on the bank’s end can block downloads.
  8. If everything looks good, go back to the Banking tab in QuickBooks.
  9. Select the blue tile for the bank account.
  10. Select Update.

For more details about this process, please refer to this article: What to do if bank transactions won’t download.

 

If the issue persists after trying these steps, I'd suggest reaching out to our Customer Care Team. They have the proper tools to check on your transactions and very what's causing the issue.

 

To reach them:

  1. Sign in to your QuickBooks Online company.
  2. Select Help at the top right.
  3. Select Contact Us to connect with a live agent.
  4. Enter your concern.
  5. Click the Green Phone button to get the phone number.

You've got me here in the Community if you need additional assistance with this concern. I'm always here to help. Have a good one!

louisgeorges2000
Level 3

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

I don't see any errors when I click update. All I see is the little "spinning circle" on the bottom right corner of the tile for my business bank account but not on my paypal account tile. 

 

I tried to follow the steps in the article you linked in your reply but I don't see the link to the website, it just takes me straight to the paypal app sign in "for permission" page.

 

Also keep in mind my account update itself regularly every few days so the login info should be good. My problem is I can't update it more often using the "update" button.

Charies_M
Moderator

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

Hello there, louisgeorges2000.

 

If you have already tried using the incognito or private window, as well as clearing your browser's cache, I recommend you get in touch with our QuickBooks Care Support Team. They'll be able to take a closer look at the issue and identify why you're unable to update your PayPal account using the Update button.

 

If there's anything else I can assist you with, please let me know by leaving a comment below. I'm always happy to assist.

louisgeorges2000
Level 3

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

Yeah I tried the support team and they said it wasn't from their end and I should contact paypal which I did and paypal said it's not them either. I guess I'll try the support team again.

Anonymous
Not applicable

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

Hi louisgeorges2000,

 

Thank you for letting us know that you've already called the PayPal Support team.

 

It was yesterday when this issue is handed over to our engineers for investigation. While they are still gathering some data, I encourage you to contact us again. We'll add your account to our list of affected users. To contact us, please click on Help (?), and click on Contact us

 

Drop some more questions about QuickBooks here in the Community. We're happy to help. 

 

 

lheinc
Level 1

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

This always happens to me when trying to edit Paypal bank settings.  It

potluck whether or not  you can edit it.  Intuit support doesn't really help.

Michelle_b
QuickBooks Team

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

Hi, @lheinc.

 

Thank you for posting here in the Community. I'll personally send feedback on what you shared about your experience with our phone support representatives. It is our responsibility to make sure your concerns are addressed as soon as possible. 

 

I checked if there's an ongoing issue about the editing data in PayPal but, there isn't currently one. To isolate this, try logging into your QuickBooks Online (QBO) account using a private browser or incognito.

 

Check out these keyboard shortcuts: 

  • Ctrl + Shift + P (Internet Explorer)
  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox)

Once signed in, go back to the bank setting and update the information you want to edit. If you can successfully modify, go back to your default browser and perform a clear cache. Deleting your cache and history may clear up some room on your computer or mobile device and helps web pages load better. 

 

 However, if the issue persists, try using other supported browsers.

 

For future reference on how to create sub-accounts in Paypal accounts in QBO, please visit this article: Modify settings for Sync with PayPal.

 

Please feel free to comment below if you have other questions​. I'm always here to help. Take good care!

louisgeorges2000
Level 3

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

Yeah, I've tried those tips many times and they never work. Usually the Paypal account update itself within a day or two, so I just wait to match the transactions. No worries. 

lheinc
Level 1

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

That did not help either.   In addition, the app is currently not even available in the QBO app store.  In a search,  I found this posting by a Intuit rep in a different thread saying the app is down:

 

https://quickbooks.intuit.com/learn-support/en-us/install/i-am-trying-to-load-the-paypal-app-but-it-...

 

My guess all the trouble shooting we have all been doing, and still not working right, it related to that.

JoesemM
Moderator

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

Hello, @lheinc.

 

QuickBooks Online will downloads transactions each night, we can manually update the connection of your connected accounts and get the latest transactions. Here's how:

 

  1. Go to Banking.
  2. Select Update
  3. If asked enter your Multi-Factor Authentication (MFA) credentials.
  4. Select Continue update.

For more details, click this article: Manually download online bank transactions in QuickBooks Online.

 

Also, I'd suggest reaching out to our Customer Support Team. They have tools to check the connection log between QuickBooks and Paypal, and further investigate why you're unable to edit the bank settings.

 

I've also shared this article on what to do after you download bank and credit card transactions: Download, match,and categorize your bank transactions in QuickBooks Online.

 

In case you have other concerns, you can always visit the Community. Take care.

eddyzp
Level 1

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

hi

i have the same issue. did you figure it out?

SarahannC
Moderator

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

Hello there, eddyzp.

 

We have a reported issue about editing the Paypal connection. Our engineers are still working on resolving this, and we're not given any time frame when it will be sorted out. With that, I'd like to redirect you to our specialist, so this gets addressed securely. They can further investigate the update of your bank in the program.
 

 Log in to your QuickBooks Online account. Then, go to the Help icon at the upper-right corner. Follow the instruction to complete the steps so you'll be able to get in touch with our support team. 

 

Also, you can manually upload the bank transactions using the CSV file to continue bringing your bank transactions to QuickBooks. You'll need to download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

 

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

Let me know if you have other questions. We're all right here to assist you anytime. Stay safe

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