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JoanDM1211
Level 2

I'm adding an expense account on Paypal connector app but the transfer transaction is automatically added. On the side of credit card the transfer is not showing match

 
2 Comments 2
KiazzymaeC
QuickBooks Team

I'm adding an expense account on Paypal connector app but the transfer transaction is automatically added. On the side of credit card the transfer is not showing match

Hello there, JoanDM1211.

 

When you link your credit card account to PayPal and use it to pay for expenses, QuickBooks automatically generates a transfer transaction in both accounts within your bank feeds.

 

One potential reason it may not display as a Match in your credit card account is that the transaction (expense or transfer) hasn't been recorded in QuickBooks. To resolve this, you'll need to manually create the transaction and ensure the date and amounts align with the downloaded one.

 

Once the transaction is created, QuickBooks should automatically suggest it as a Match.

 

However, if you’ve already recorded the transaction and Match is still not appearing or suggested, you can use the "Find Match" feature. 

 

Here's how: 

 

  1. Navigate to Myapps.
  2. Select Accounting, then choose Bank Transactions.
  3. Click on your Credit Card account.
  4. Locate the auto-created transaction and select Match. QuickBooks will then display any corresponding transactions available for matching.
  5. Check the box for the transaction you want to match.
  6. Hit Match.

 

Once matched, the transaction will appear in your bank register.

 

Before we wrap up, I’d love to suggest checking out QuickBooks Live Bookkeeping. It’s a great way to simplify your accounting, keep your financial records accurate, and gain access to expert support whenever you need it.

 

If you have any further concerns, please feel free to reach out. We're here to help.

KiazzymaeC
QuickBooks Team

I'm adding an expense account on Paypal connector app but the transfer transaction is automatically added. On the side of credit card the transfer is not showing match

Hi, JoanDM1211.

 

I wanted to check in and see if the solution we provided was able to resolve your issue.

 

Kindly let us know if everything is functioning as expected now or if you're still encountering any difficulties.

 

We're here and happy to assist further if needed.

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