Matching Existing Invoice to Paypal income

Hi, Redwood. I appreciate you for detailing your concern about matching PayPal transactions to your invoices without using automation. Since you're unable to do the option of manually matching your PayPal transactions to those in QuickBooks, I suggest reaching out to our live support team. Let me guide you.

In QuickBooks Online, you can match PayPal transactions to existing invoices if the transaction has already been recorded. When a PayPal transaction is imported, QuickBooks suggests one or more matching records from the Review tab on the App Transactions page.

Enabling automation is one way to manage this process more efficiently. However, since you prefer not to use auto-confirm and cannot manually match the transactions, it’s best to contact our Live Support for more personalized assistance. They can suggest using a screen share tool to review your account with you and to determine why this is happening:

1. Go to the Help? icon in the top right-hand corner. 
2. Press the Contact Us button. 
3. Enter your question and tap Let's Talk. 
4. Scroll down and choose to Get a callback. 

Let me also share this article for additional resource: Connect to PayPal FAQ.

For future reference, it's good practice to reconcile your accounts to maintain the accuracy of your records. Feel free to visit this helpful article: Reconcile an account in QuickBooks Online.

Please know that the thread will continue to be active whenever more queries about matching PayPal transactions arise. The Community team is here and eager to assist you anytime.

So you are confirming there is no way to MANUALLY match a PayPal transaction to an existing invoice?

WHY did quickbooks destroy perfectly functional tools to replace them with this current garbage?

I do not use the automation because the algorithm does not accurately predict what category I am using for transactions. If I let it auto categorize or match I have to go back and correct it…wasting EVEN MORE TIME.

ALSO there is no "contact us" button in the help section.

Do you even TRY to give relevant or useful assistance, or are you just trying to waste more of my time?

This is not the experience that we want you to encounter, and I want to ensure you can successfully contact our live support team, Redwood.

Kindly refer to these steps and snapshot to proceed:

1. Go to the Help icon and then the Search tab.
2. Type "Contact Us" keyword in the designated field. Then, press the Enter button on your keyboard.
   
3. Click the Contact Us button once it appears on your screen.
   
4. Choose how you'd like to connect with our live experts and follow its dedicated on-screen processes.

Contacting our live team ensures that your inability to match your PayPal data to your invoices gets reviewed thoroughly. You can also check this article, which provides further insights about PayPal data management in QuickBooks: Use the Connect to PayPal app with QuickBooks Online.

You may also explore this link to gather details on the distinctions among the PayPal sync, bank feeds, and Connect PayPal app: Differences between Connect to PayPal app, Sync with PayPal app, and PayPal Bank Feeds.

If you have more questions about managing your PayPal transactions in QuickBooks, feel free to post again here in the Community forum.

This still does not answer my question.

Why is it so difficult to tell me how to match PayPal transactions to an invoice?

It is an incredible simple process outside of PayPal.

We understand how crucial it is for you to accurately match your PayPal and QuickBooks Online (QBO) transactions, Redwood Coast Sales. Let's work together to explore this topic further and find a solution that ensures your transactions are matched correctly and efficiently.

As my colleague mentioned, when you turn off the Automatic Matching of Transactions feature, you can manually match them as desired. However, if you find it difficult, several factors could be affecting this. Below are some of them:
 

• Transaction amounts or dates don’t match.
• Transactions are older than 6 months.
• Transactions made from a different bank account.
• Reconciled transactions.
• Record linked to another transaction.
• Involvement of multiple currencies.
   

Once you have confirmed everything is in order, I suggest following my colleague's advice and contacting our live support team. They are equipped to offer real-time assistance and can work to resolve your issues as needed.

Additionally, it's beneficial to reconcile your accounts regularly to keep your records precise. For more details, check out this article: Reconcile an account in QuickBooks Online.

We prioritize the accurate maintenance of your financial records, Redwood Coast Sales. Should you need extra help matching your bank transactions manually, don't hesitate to get in touch. We're here to help you whenever you need it.