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PaqTeq
Level 1

I am in The Bahamas. I am not able to connect my bank or Paypal. can you help please??

 
3 Comments 3
MaryLandT
Moderator

I am in The Bahamas. I am not able to connect my bank or Paypal. can you help please??

Hello there, laticia-paqteqno,

 

Connecting to PayPal is currently available in QuickBooks Online for US and UK versions. 

 

You'll want to do the manual banking by adding your bank to the Chart of Account. Let me show you how:

  1. Go to Settings ⚙, then select Chart of Accounts.
  2. Click New to create a new account.
  3. In the Account Type ▼ drop-down menu choose an account type.
  4. In the Detail Type ▼ drop-down, select the detail type that best fits types of transactions you want to track. Learn more about detail types.
  5. Give your new account a name. You can use the info under the detail type to add a name that fits.
  6. Add a description.
  7. Select Save and Close.

Once done, you can download transactions from PayPal and create an Excel file. Then, manually import it to QuickBooks.

 

To  successfully import your bank transactions, your CSV file must be formatted correctly. You can use the 3-column or 4-column template.

 

Check out the Import bank transactions using Excel CSV files link for the format and detailed steps on how to import transactions.

 

Let me know if you need additional information by commenting below. I'm always around to help.

PaqTeq
Level 1

I am in The Bahamas. I am not able to connect my bank or Paypal. can you help please??

Thank you. I will try this and let you know how it goes. 

Fiat Lux - ASIA
Level 15

I am in The Bahamas. I am not able to connect my bank or Paypal. can you help please??

@PaqTeq 

If you are located in Bahamas, you will use QBO Global version for Bahamas

https://quickbooks.grsm.io/North-America

 

Explore and utilize the starter plan of this connector for free to connect Paypal and your QBO.

https://www.integromat.com/?pc=quickbooks