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Buy nowOur Book Keeper states the PayPal integration requires lots of manual data input. This equates to higher book keeping bills. Their feedback states: It is the integration, it is slow clunky does not recognize already existing customers and you have to literally spend anywhere from 5 to 30 seconds on every single transaction. When it was a bank feed anybody that already was in the system I could do a select all and add and 30 seconds to 1 minute later hundreds of transactions could be entered at a time. So for example say Bob Smith is a customer even though Bob Smith is in QuickBooks it still wants to apply it to PayPal customer and not pick Bob Smith in our customer record. Is this normal? Any solutions? Thanks
Which connector are you using?
Hello there, sales335.
By default, the PayPal connector assigns transactions to the PayPal customer unless the Customer and Vendor Tracking feature is enabled in the PayPal settings. This is the standard behavior. When this tracking option is turned on, QuickBooks Online uses advanced algorithms to suggest the appropriate Customer Name or Vendor Name for matched transactions with greater accuracy. This enhancement improves data handling and reduces the manual workload involved in matching transactions.
If you haven't yet enabled Customer and Vendor Tracking, we recommend doing so in the PayPal settings to benefit from the improved auto-matching capability. With this feature activated, you’ll notice increased accuracy and efficiency, allowing you to focus on more critical aspects of your business.
For more information on managing your PayPal transactions, please check out this article: Use the PayPal Connector by QuickBooks app.
Feel free to return to this thread if you have further questions. We’ll be happy to assist you.
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