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archboldk
Level 1

Using updated PayPal Connector. When reviewing App Transactions, not able to set the Class. Requires me to perform a whole bunch of manual edits via the Bank Register?

 
2 Comments 2
JorgetteG
QuickBooks Team

Using updated PayPal Connector. When reviewing App Transactions, not able to set the Class. Requires me to perform a whole bunch of manual edits via the Bank Register?

We recognize that the inability to assign a class directly when reviewing app transactions can make the accounting process more cumbersome for you, Archboldk.

 

This limitation arises from the current integration capabilities between the PayPal Connector and QuickBooks, where specific transaction details, such as class assignments, aren't directly accessible or modifiable at the initial synchronization point. We acknowledge that this adds an extra layer of manual editing for you, which is not ideal.

 

We encourage you to provide feedback to our development team, emphasizing the importance of enabling the ability to set the Class directly during transaction reviews through the PayPal Connector. Your input is vital as we continuously seek to improve our user experience.

 

Here’s how you can share your suggestions:

 

  1. Click the Gear Icon in the upper right corner.
  2. Under Profile, select feedback.
  3. Enter your Suggestions.
  4. Then Submit.

 

Furthermore, to ensure the accuracy of your financial records, you can check out this article: Reconcile an account in QuickBooks Online.

 

Thank you for seeking assistance. We greatly appreciate your commitment to managing these financial details. If you have any questions or need further clarification, please don't hesitate to let us know. We're here to help you.

Chrea
Level 8

Using updated PayPal Connector. When reviewing App Transactions, not able to set the Class. Requires me to perform a whole bunch of manual edits via the Bank Register?

@archboldk 

You may consider using a paid connector.

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