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The new "Connect to PayPal" App moves my sales into undeposited funds without option to edit

Hello. I recently started using the new "Connect To PayPal" App in QBO. Now PayPal is shown as a bank. My only problem is that all incoming sales are deposited to "undeposited funds" instead of "PayPal Bank". The problem is that this cannot be changed. If I add the transaction I can also not change it later since the transaction is already linked to a deposit. So there is no way for me to change that. I currently have to create all transactions manually and then match them against the downloaded transaction which is really annoying. Anyone else having this problem? In the settings of the App I also don't see any option to change from "undeposited funds" to "PayPal Bank". What I also don't like is the fact that the transactions don't show the customer's details on the sales receipt. If you want to print the sales receipt you first have to add the transaction and then pull it up again from the customer search. Then you will see all the details of the customer like name and address. In the downloaded transaction itself all the information is missing, even though it is a returning client who is already in the database of QBO. I like some new features of this app but so far it is only time consuming for what I do. Before using the app all transactions where downloaded and shown in the sales tab and I was able to edit them as I want. It was not that convenient to see new transactions like it is now under the PayPal Bank tab, but having to create all sales receipts manually and match them against the downloaded transactions is really frustrating. I am grateful for any advice. Thank you.

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QuickBooks Team

The new "Connect to PayPal" App moves my sales into undeposited funds without option to edit

Hi there, @Tommy954.

 

Thank you for giving me the opportunity to help with your Paypal transactions. I can also share some insights about creating Sales Receipts in QuickBooks Online (QBO).

 

There's a faster way of categorizing your Paypal transactions to your desired account. I'll show you how:

  1. Under the For Review tab, put a check mark on the transactions you'd like to categorize.
  2. Click the Batch Actions button.
  3. Select Modify Selected.
  4. Update the information.
  5. Click Apply to save changes.

undefined undefined After that, you're all set to add them in QuickBooks. For detailed instruction, you can refer to these articles: 

On the other hand, I've tried creating a sales receipt, and the details of the customer were showing. Please make sure there's information added on the customer profile and/or modify your sales receipt template.

 

Here's how you can verify and edit the sales receipt template:

  1. Click the Gear icon.
  2. Choose Custom Form Styles.
  3. Locate the sales receipt.
  4. Under the Action column, click Edit.
  5. For the guide in customizing the template, you can use this article: Customize invoices, estimates, and sales receipts.

Then, make sure to use the edited template when printing and/or sending the sales receipts. 

 

There you have it. Please know that Community is always here to help you with QuickBooks. Don't hesitate to add a comment below. Have a wonderful holiday!

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