Paypal's Item Title appears in drill down after "Categorized", but not while "For Review"... Can I create a rule to categorize synced Paypal Sales by Item Title?

Hi ant.wolfhollow,

I appreciate the details in your post. Creating a bank rule will really help you with this. Yes, you can create a bank rule for your PayPal transactions. See more details in this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

If you have other concerns, feel free to go back to this thread.

Thank you for the quick response, but I believe I already set up the rule in accordance with the steps detailed in the thread you said contained my solution...

Please see the attached image. Within it I share 5 screenshots that are accompanied by the 5 steps (encompassed by a yellow square) that I took to get to the final example of the "Item Title" (encompassed by a red circle). 

Is there a way to create a rule using the "Item Title" that circled in red on the last screenshot???

Thanks for you assistance. 

Yes, you can use the item title when you create a rule to categorize transactions, @ant.wolfhollow.

You'll want to delete the bank rule that you created. Then create a rule that includes the item title. This rule won't affect your previous entries and only will take effect on your next PayPal transactions.

If the issue persists, I encourage reaching our Care Support team. They have tools to pull up your account and investigate this further. Here's how to reach them:

1. Sign in to your QuickBooks Online (QBO) account.
2. Navigate to the (?) Help icon.
3. Choose the Talk to a human option (type it again if prompted).
4. Enter I still need a human.
5. Click Contact us.
6. Then choose either Send a message (if you prefer to chat) or Get a callback.

Furthermore, I encourage checking out our QuickBooks Support page. Here, you can browse some articles that can guide you in your future tasks.

In case you have other questions or queries about the banking page or related to QBO, you can always add them to your reply. I’ll be around to answer them for you. Keep safe.

Thanks, but the problem is that the "Item Title" (i.e. Junior Membership) does not appear in the description when it's under "For Review". Instead it lists the name of the purchaser under the description.

Then for some reason, after it's "Categorized" it changes the description to the "Item Title" when you drill down into the transactions. In this case the transaction is for a "Junior Membership" and these are the words I would need to use to create the appropriate rule.

I'm beginning to assume this is not possible, but since QBO is retrieving the "Item Title" and entering in the descriptions post being accepted aka "Categorized", I was hopeful there was a way to use those words to auto assign the transaction into a Chart of Accounts category. Is it possible to create a rule that is triggered by either the word Junior or Membership, even if it's not displayed as the descriptions when it's "For Review"?

Hi there, ant.wolfhollow.

I appreciate you for coming back to the thread to add further details about your concern. With this, I'll assure to share extra information on how bank transactions work in QuickBooks Online.

The information that shows in the description in For review section in QuickBooks Online is dependent on what the bank provided to us upon downloading the transactions. With this, I suggest contacting your Financial institution to investigate and verify the details being recorded.

Then, there's no way to use the word "Item Title (i.e. Junior Membership)" to auto-assign the transaction into a Chart of Accounts category. You can only modify the descriptions after you categorized and added these into your register. 

On the other hand, isn't possible or recommended to create a rule that has incorrect details displayed as the descriptions in the For Review section. This is to avoid any issue and to ensure that your entries are up to date and accurate. 

You can click this article to see extra details on how you can use bank rules to automatically categorize transactions from your bank: Set up bank rules to categorize online banking transactions in QuickBooks Online.

Please refer to this article to see information on how you can reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Online.

You can always get back to me if you have other questions. I'd be more than happy to help you some more. Stay safe and enjoy the rest of the day!