About SteveChase

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About SteveChase

I'm an Advanced QuickBooks Online ProAdvisor who helps small business owners have freedom, clarity, and peace in their bookkeeping and integrated software applications.

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Re: How do i undo a rule

First you will want to delete or modify the rule so that it doesn't occur again. You can do that by clicking (banking/transactions > Rules). Then if you want t...

SteveChase

Updated Dec 01, 2021
Re: #AMA: PayPal Bank Feeds in QuickBooks Online | Tuesday May 25, 8...

One method as I mentioned aleady in this thread is to use the undeposited funds as a way to move the full payment to undeposited funds and then make a match ban...

SteveChase

Updated May 26, 2021
Re: #AMA: PayPal Bank Feeds in QuickBooks Online | Tuesday May 25, 8...

The Connect to Paypal bank feeds does not import customer names or any customer data. The idea is that you could run a report by Customers directly in the Paypa...

SteveChase

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Updated May 26, 2021
Re: #AMA: PayPal Bank Feeds in QuickBooks Online | Tuesday May 25, 8...

In this situation where you are creating invoices in QBO you will need to receive payment on that invoice and make the payment in the Undeposited Funds account....

SteveChase

Updated May 26, 2021
Re: #AMA: PayPal Bank Feeds in QuickBooks Online | Tuesday May 25, 8...

Hello, This seems to be a Webgility mapping with the PayPal fees. I know with Webgility it auto syncs and posts the sales receipt to QBO before the bank feeds c...

SteveChase

Updated May 26, 2021

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Re: How do i undo a rule

Re: #AMA: PayPal Bank Feeds in QuickBooks Online | Tuesday May 25, 8...

Re: #AMA: PayPal Bank Feeds in QuickBooks Online | Tuesday May 25, 8...

Re: #AMA: PayPal Bank Feeds in QuickBooks Online | Tuesday May 25, 8...

Re: #AMA: PayPal Bank Feeds in QuickBooks Online | Tuesday May 25, 8...

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