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Thanks for reaching out to the Community, hhcdiesel.
QuickBooks assigns any expenses or checks that had no account entered into the Uncategorized Expense account. That’s why items are showing in that category.
To fix this, choose the correct category for these transactions. Here’s how:
If you’ll be using the same category, classify them by batch. The steps are simple and easy.
In regard to your other concern, the information received by QuickBooks Online is all dependent on what PayPal shares with us. The mapping of transactions is based on the app’s settings.
To properly categorize these entries, I recommend you get in touch with PayPal’s customer service. One of their specialists can help configure the settings of the app and make sure transactions downloaded into QBO are classified to the correct account.
You can reach them by visiting this page and then go to the Contact section to see the phone number: Connect to PayPal.
Let me share the Connect to PayPal FAQ guide. It provides a breakdown of articles about the processes you can perform using the app. From there, you’ll see the complete list of features available in the product.
Reach out to me if you have any other concerns or clarifications. I’m always ready to answer them for you. Have a good one.
The app is made by and supported by Intuit, not Paypal.
When I manually download the account activity, the information on the transactions is clearly there.
"Tax Collected by Partner" for tax transactions.
"Temporary Holds" for Temporary Holds
These words don't appear in the transaction details provided by the app. There is no option for adding more, or less details in Paypal or QBO.
Further, in the FAQ you have provided it clearly states:
"How are holds/releases handled?
Thank you for the additional details, hhcdiesel.
I can imagine the time you spent doing a manual review even when your app is connected. We will help you check your settings so that you can bypass this process and spend more time with your business.
With the sync option, you can modify the settings within the app or in QuickBooks. On the other hand, the connect to PayPal option will allow you to map your transactions on the Banking page. However, it's best if Support can look at your setup to assess it further and to find out why you got Holds, too.
You can reach them using these steps:
If you have other questions at the moment, feel free to go back to this thread.
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