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JJoy
Level 1

Recording sales

I realized recently that some of the PayPal transactions that should have been recorded as “sales” from our website have not been pulled into our account. Is there some way to manually enter these and by looking at our PayPal account also record the fees etc that were associated with each particular sale? I’d like to be able to keep track of the actual sale “orders “ and fees. Thank you
Solved
Best answer August 16, 2022

Best Answers
RoseJillB
QuickBooks Team

Recording sales

Good to see you here in the Community, @JJoy.

 

Let me help you record your sales transactions from Paypal into QuickBooks Online (QBO).

 

We can manually enter your transactions by creating an invoice in your QBO company file. Here’s how:

 

  1. Click the + New, and select Invoice.
  2. Enter the sales details. Add the items of your sales under the Product/Service column. You can refer to your Paypal transactions when adding the information.
  3. Enter the Description of the product and the Amount.
  4. Add another line item to enter your fees.
  5. Then, click Save and close.

 

Once done, you can record the invoice payment to mark this paid. This way, you can balance your account in QuickBooks Online.

 

Furthermore, reconcile your account to review the transactions and help detects any discrepancies that might affect the financial health of your business.

 

Let me know if you need further assistance with sales transactions. I’m just one post away from assisting you. Have a great day!

View solution in original post

3 Comments 3
RoseJillB
QuickBooks Team

Recording sales

Good to see you here in the Community, @JJoy.

 

Let me help you record your sales transactions from Paypal into QuickBooks Online (QBO).

 

We can manually enter your transactions by creating an invoice in your QBO company file. Here’s how:

 

  1. Click the + New, and select Invoice.
  2. Enter the sales details. Add the items of your sales under the Product/Service column. You can refer to your Paypal transactions when adding the information.
  3. Enter the Description of the product and the Amount.
  4. Add another line item to enter your fees.
  5. Then, click Save and close.

 

Once done, you can record the invoice payment to mark this paid. This way, you can balance your account in QuickBooks Online.

 

Furthermore, reconcile your account to review the transactions and help detects any discrepancies that might affect the financial health of your business.

 

Let me know if you need further assistance with sales transactions. I’m just one post away from assisting you. Have a great day!

JJoy
Level 1

Recording sales

Thanks so much for your assistance!  I think we are in good standing now.  Appreciate your guidance.

Adrian_A
Moderator

Recording sales

Good day, JJoy.

 

It's good to know that the solution shared by my colleague was able to help you out.

 

Feel free to visit this page if you have questions about managing your account: Help Articles page.

 

Please know that the Community is up 24/7 to guide you.

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