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BobiKG
Level 1

Do I need to connect PayPal if I only use it to pay bills thru my checking account?

Hi,
I don't carry a PayPal balance and do not receive any business payments thru PayPal. I'm an S-corp and only use PayPal to make purchases on websites securely. All the charges are debited from my checking account linked to QB. Can I just skip connecting PayPal and worrying about the duplicate transactions etc? Thanks for your help! B

2 Comments 2
Fiat Lux - ASIA
Level 15

Do I need to connect PayPal if I only use it to pay bills thru my checking account?

You can signup for a separate Melio account for free to integrate with QBO and pay your bills with credit cards.

https://melio.grsm.io/pricing

 

Charies_M
Moderator

Do I need to connect PayPal if I only use it to pay bills thru my checking account?

I'm glad you came here for support, BobiKG.

 

May I know if you're using the PayPal bank, Connect to PayPal or Sync with PayPal app? If it's a bank, you can just skip connecting to Paypal. If you see any duplicate you can just exclude/delete those.

 

You have the option to exclude those transactions so you can still have them at a later time or permanently delete them.

 

Here's how to exclude transactions:

 

  1. In the Banking page, put a checkmark on the box of the duplicate transactions.
  2. Click the Batch actions drop-down menu.
  3. Select Exclude Selected.

The excluded transactions are listed on the Excluded tab for reference or review. 

 

You may find this article handy to learn more about the process of excluding downloaded transactions in QBO.

 

If you wish to permanently delete them, you can follow the steps below:

 

  1. Go to the Excluded tab.
  2. Select transactions to delete.
  3. Click the Batch Actions.
  4. Hit Delete.

You can also check this article for your future reference about adding and matching downloaded banking transactions: Add and match downloaded banking transactions.

 

In case you'd like to work on reconciling your account, you can visit the following articles:

If you need further assistance, don't hesitate to reach back to me. Stay safe and have a nice day.

 

However, if it's the app, you can check the apps menu and make sure to disable it. This way, it will stop downloading transactions. 

 

Feel free to go back to this thread if you need anything else while working with managing PayPal transactions. Have a good one.

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