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becky6
Level 1

I have transactions showing up on my paypal bank statement that do not show up on QBO. I cannot complete reconciliation , can anyone guide me through how to add them?

 
1 Comment 1
BettyJaneB
QuickBooks Team

I have transactions showing up on my paypal bank statement that do not show up on QBO. I cannot complete reconciliation , can anyone guide me through how to add them?

Hi there, @becky6.

 

Thanks for visiting the Community today. Let's get this bank transactions concern sorted out so you can complete your reconciliation. 

 

QuickBooks is only dependent on the transactions that were transmitted from your financial institution. When you first connect your online bank and credit card accounts, QuickBooks Online automatically downloads the last 90 days of transactions. 

 

If you don’t see new transactions from your bank, or can’t find ones you already downloaded, here’s how to find them. We’ll need manually download your latest transactions.

 

Here's how:

  1. Go to the Banking tab.
  2. Select the blue tile at the top for the bank account you want to update.
  3. Select Update.

If you know you already downloaded a transaction but can’t find it, it may be stuck on the Banking Tab.

 

To verify the transactions:

  1. Go to the Banking tab.
  2. Select the blue tile at the top for the bank account you want to review.
  3. Start with the For Review tab. QuickBooks puts successfully downloaded transactions in the For Review tab. These are waiting to be categorized into an account. They won’t show up on reports until you do.
  4. Next, check the In QuickBooks tab. Once you’ve categorized them, downloaded transactions move to the In QuickBooks tab. The Added or Matched column tells you which account a transaction moved to.
  5. Check the Excluded tab.

Transactions you’ve marked as duplicates or personal go to the Excluded tab. These won’t be added to QuickBooks.

 

To learn more about this process, please check out this article: What to do if you can’t find downloaded bank transactions.

 

However, if the issue persists I's suggest giving our Customer Care Team. They have the proper tools to check on your transactions securely to verify what's causing the issue.

 

To reach them:

  1. In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Online.
  3. Select the issue or topic.
  4. Click the Green Phone button to see the support number.

This should guide you with adding your transactions into QuickBooks Online.

 

You've got me here if there's anything else you need. I'm always here to lend a hand. Have a great weekend!

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