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I’m glad to see you in the Community, dhopebergeron.
I can help make sure you can reclassify your PayPal transfer to an income category. We’ll have to undo the downloaded entry and then select the Categorize button to rectify the issue.
Here’s how:
For more details into this process, check this article: Exclude a bank transaction you downloaded into QuickBooks Online. It includes instructions on how to perform this task when using a mobile device or on the web.
Also, this resource will guide you on how to classify downloaded data and match them to existing transactions: Categorize and match online bank transactions in QuickBooks Online.
Keep in touch if you have any clarifications about reclassifying entries. I’m more than happy to answer them for you. Have a great week ahead.
I’m glad to see you in the Community, dhopebergeron.
I can help make sure you can reclassify your PayPal transfer to an income category. We’ll have to undo the downloaded entry and then select the Categorize button to rectify the issue.
Here’s how:
For more details into this process, check this article: Exclude a bank transaction you downloaded into QuickBooks Online. It includes instructions on how to perform this task when using a mobile device or on the web.
Also, this resource will guide you on how to classify downloaded data and match them to existing transactions: Categorize and match online bank transactions in QuickBooks Online.
Keep in touch if you have any clarifications about reclassifying entries. I’m more than happy to answer them for you. Have a great week ahead.
Thank you so much! That was a great explanation!
My Paypal transaction won't give me the option of changing the income account. It automatically went into an incorrect income account and won't let me change it. Is there a setting somewhere that I can change?
I have two Paypal transactions that automatically went into an incorrect income account. When I open them up like you explain above, I am not given the option to change it. What can I do to remedy this?
Thanks for getting in touch with the Community, Datchie.
If you're unable to change an account on a transaction, it's possible your transaction's already been reconciled.
You can check to confirm by reviewing the transaction in your Chart of Accounts.
Here's how:
After unreconciling a transaction, you'll be able to edit the account it's assigned to. If your transactions aren't reconciled, and you're still unable to edit the account they're assigned to, you can try some of our browser troubleshooting processes.
In the event it continues occurring after checking everything, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.
I'll be here to help if there's any additional questions. Have a great Monday!
Thank you! I'll try your suggestions.
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