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J
JayJay112
November 20, 2024
Question

Connect To Paypal not working

  • November 20, 2024
  • 1 reply
  • 0 views

My connect to PayPal has not been working properly. Payments received are not matching with the invoices that I have. After deleting it and re-installing it, the app finally found one invoice to match, but there's an invoice for every transaction. There's also no way to make it match up. 

1 reply

J
jeanbiverly_
November 20, 2024

Hello, @GamerMeld. It's certainly concerning when payments and invoices do not match up correctly. I've got your back.

 

There are several reasons why some transactions can't find their match in the existing records:

 

  • The amounts or dates don’t match.
  • The transaction is older than 6 months.
  • The bank account associated with the payment is different from the bank where the match is located.
  • The payment has already been reconciled.
  • The record is matched to another transaction.
  • The system searches for transactions within a 10% range of the bank transaction dollar amount when attempting to match foreign currencies.
  • There are multiple currencies involved, and the exchange rate has significantly changed, making the amounts appear very different.

 

For more detailed information, visit this article: Match online bank transactions in QuickBooks Online.

 

If everything appears correct, the mismatch between the payments received and the invoices is likely caused by a cache-related issue. If this is the case, let's perform some troubleshooting steps. You can use a private or incognito window to rule this out. Here are the shortcut keys:

 

  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Google Chrome browser: Ctrl + Shift + N
  • For Safari browser: Command + Shift + N

 

Next, log in to your QuickBooks Online (QBO) account and match your transactions again. If it works, you can clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, you can use other supported browsers.

 

If the problem persists, I recommend contacting our support team for further assistance. Providing them with specific details about the transactions in question and any error messages you've received will help expedite the resolution process.

 

Once you've successfully categorized and matched your transactions, reconcile your accounts to ensure they align with your bank and credit card statements. For more guidance, check out this article: Reconcile an account in QuickBooks Online.

 

If you've got additional concerns, don't think twice about getting in touch. You can always count on me to listen. Take care.

J
JayJay112Author
November 20, 2024

Is there no way to just force a match? In the bank feed, I can literally go in and suggest a different match. I don't understand why this wouldn't be an option. I may just have to start manually doing this. Also, how would the dates match up? The payment isn't done the same day as the invoice is made. 

L
LouiseG12
November 20, 2024

You can utilize the find other matches feature in QuickBooks Online (QBO) and ensure to filter dates so that all transactions come up to match an entry, GamerMeld.

 Please know that the platform uses specific criteria, including the transaction date, amount, and type, to automatically determine which transactions should be matched. This is done to minimize errors and ensure accuracy in your bookkeeping. 

 

If nothing matches the transaction, I encourage you to contact our support team to further check your account and provide timely assistance.

 

Here's how:

 

  1. Go to the Help (?) icon.

     

  2. Click the Search tab, then Contact us.

     

  3. Choose Ask about something else and enter a description of your concern, then Continue. 

  4. Select how would you like to connect with us.



Additionally, you can visit this article to help you reconcile an account inside the program: Reconcile an account in QuickBooks Online.

 

If you have further questions or need additional assistance with matching your transactions in QBO, please don’t hesitate to reach out by commenting below. Please know that we are always available around the clock to help with any issues you might encounter. Take care!

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