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holtonbk
December 2, 2021
Question

Duplicate Transactions created from Squarespace and Paypal

  • December 2, 2021
  • 2 replies
  • 0 views

Hi there, I'm having trouble with duplicate transactions, I think caused by some crossed wires in our integrations settings.

 

We sell on Squarespace and have the integration set up with OneSaas. We also have Paypal set up as a synced bank account. When a customer makes an order on the website and pays with paypal, it's pulled in as a sales receipt from Squarespace but then also reported as a separate transaction by paypal, so QBO is thinking they're two separate sales. Paypal is also automatically created a bank deposit for these sale receipts. We have a ton of orders come in like this, so I don't want to just disconnect the bank feed from paypal--it's too many transactions to handle manually. 

 

I'll attach an image of a customer summary as an example. SqSp251 is coming in from our OneSaas integration, the one dated 10/24 for the same amount is coming in from Paypal. 

 

Wondering if I just have some of the settings wrong in the paypal bank settings? 

 

Using QBO Advanced. 

2 replies

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MirriamM
December 2, 2021

Thanks for reaching out and providing detailed information about your concern, @holtonbk.

 

To fix the issue, let's start by checking the bank deposited in the Square space for the sales receipt generated. It should be PayPal since it's paid through PayPal. If not, then you may need to delete the duplicates manually.

 

To delete duplicate transactions, you can go to the Customer's profile Transaction list. Let me show you how:

  1. In the left menu, click Sales.
  2. Go to the Customers tab.
  3. Locate and click the name of the customer.
  4. Go to the Transaction List tab.
  5. Find and open the duplicate transaction.
  6. Click the More button at the bottom.
  7. Select Delete.
  8. Click Yes to confirm.

 

To know more about integrating your PayPal to QuickBooks, see this article for a guide: Differences between Connect to PayPal app, Sync with PayPal app, and PayPal Bank Feeds. It contains information about third-party PayPal and QuickBooks integration software.

 

Should you need anything else or if you have additional questions about this, do let me know. I want to help however I can. 

H
holtonbkAuthor
December 2, 2021

Yes, the deposited to field is properly listed as Paypal for the SqSp sales receipt. The problem is that there are two sales receipts for the same transaction automatically being imported from the two different sources. 

 

I understand going back through and deleing these is going to be necessary, but like I mentioned in the OP, there are too many of these transactions to have to go through and delete a duplicate for each one. 

K
Kevin_C
December 2, 2021

Thank you for getting back here, @holtonbk. Let me share some insights about duplicated transactions.

 

QuickBooks Online (QBO) relies on transactions a third-party app provides. You have 2 active apps, which is why there are multiple transactions.

 

What you can do is delete these transactions one at a time. The option to remove them in bulk is unavailable.

 

To avoid duplicate transactions, you can leave one connection to third-party apps. Otherwise, you have to delete them every time the transactions from the two third-party apps sync with QuickBooks Online.

 

Furthermore, you can visit this link and search for a third-party app that can delete your transactions in bulk.

 

Moreover, you can also visit this article article   to learn more about syncing PayPal with QuickBooks.

 

Please feel free to post an update below if you have additional questions. I'll be more than happy to help you at any time. Have a great day!

M
MaximusM
July 1, 2022

Thank you QuickBooks for the solution I get it easily

R
RCV
July 1, 2022

Thanks for letting us know your banking issue is already resolved, MaximusM. 

 

Just in case you'll need to categorize a downloaded transaction, you can check out this article for the steps and details: Categorize and match online bank transactions in QuickBooks Online. Also, I added this link if you need help in balancing your accounts in QuickBooks: Reconcile an account in QuickBooks Online.

 

I'm just one click away if you need a hand with running your financial reports. You can leave a comment below and I'll get back to you. You have a god one. 

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