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deag
Level 1
posted
‎January 01, 2022 11:56 PM
last updated ‎January 01, 2022 11:56 PM

Connect to Paypal Hold and Hold Reversal Transactions

My Paypal account had ran a good amount of payment hold and hold reversal transactions, which is being categorized as Uncategorized Income and Uncategorized expenses. Is there a way to remove these transactions from included in my reports?

Additionally, I recently saw under the paypal checking account settings, there's an option to "Sync Hold and Reversal Transactions". Is this a new feature? Would it be easier to delete my current paypal checking account in quickbooks and reconnect it with the "Sync Hold and Reversal Transactions" on?

Just looking for the best course of action, thanks!

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1 Comment 1
Rubielyn_J
QuickBooks Team
QuickBooks Team
‎January 02, 2022 01:45 AM

Connect to Paypal Hold and Hold Reversal Transactions

I can share some insights about connecting the PayPal account, @deag.

 

QuickBooks sometimes categorizes transactions into temporary accounts like Undeposited Income Or Uncategorized Expense accounts. To fix this, make sure to categorize them accordingly. This way, it will be removed from your reports. 

 

For more detailed info, you may review this article for your reference: Categorize and match online bank transactions in QuickBooks Online.

 

With regards to the option to Sync Hold and Reversal Transactions, you can use this feature. We can delete my current PayPal checking account in QuickBooks and reconnect it with the Sync Hold and Reversal Transactions.

 

In addition to that, you can also utilize this article to help you manage PayPal transactions in QuickBooks:

 

 

Fill me in if you have other questions about connecting the PayPal account. I'll be happy to help you more. Stay safe and have a pleasant day!

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