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numbrcrcnchr
Level 1

PayPal payments from customers

PayPal was set up as an 'other' payment type instead of 'cash'. Can I get a meaningful report by changing the payment type to 'cash' and running a transaction report by customer retroactively?

Solved
Best answer February 24, 2020

Best Answers
BettyJaneB
QuickBooks Team

PayPal payments from customers

Hi there, @numbrcrcnchr.

 

When running the Transaction List by Customer report, changing the payment type of your payment method won't vary. It is because the report will only display the payment method column.

 

However, you can edit the payment type from the Payment Method List.  Doing this will change the customer's transactions retroactively.

 

To do that:

  1. From the Lists menu, select Customer & Vendor Profile Lists.
  2. Choose Payment Method List.
  3. Select the Payment Method.
  4. Change the Payment Type from Other to Cash.

To give you more details about modifying pay types and on how the report works in QuickBooks Desktop, please see these links:

I'll be here to lend a helping hand if there's anything else you need. Just let me know by leaving a reply below. Take care!

View solution in original post

1 Comment
BettyJaneB
QuickBooks Team

PayPal payments from customers

Hi there, @numbrcrcnchr.

 

When running the Transaction List by Customer report, changing the payment type of your payment method won't vary. It is because the report will only display the payment method column.

 

However, you can edit the payment type from the Payment Method List.  Doing this will change the customer's transactions retroactively.

 

To do that:

  1. From the Lists menu, select Customer & Vendor Profile Lists.
  2. Choose Payment Method List.
  3. Select the Payment Method.
  4. Change the Payment Type from Other to Cash.

To give you more details about modifying pay types and on how the report works in QuickBooks Desktop, please see these links:

I'll be here to lend a helping hand if there's anything else you need. Just let me know by leaving a reply below. Take care!

View solution in original post

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