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C
ccraig-stemania
March 7, 2020
Question

How do I import PayPal transactions into QBO?

  • March 7, 2020
  • 2 replies
  • 0 views
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2 replies

R
ReymondO
March 8, 2020

Let me help you import your Paypal transactions in QuickBooks Online, @ccraig-stemania.

 

We can use the Connect to PayPal app to import your transactions in QuickBooks. This way, you can easily edit, categorize, and match transactions in your Banking tab once connected.

 

Here's how:

 

  1. From the left menu, select Apps.
  2. Search for Connect to PayPal.
  3. Click Get app now and mark the box for the appropriate file, then select Install.
  4. Click Let's do it, then select Give permission.
  5. Enter the email address associated with your PayPal account then, Next.
  6. Sign in to your PayPal account and Agree and Connect to authorize the sync.
  7. Select Return to Intuit once the connection is established.
  8. Click the PayPal Bank where you'll find your PayPal transactions, then select Next.
  9. Click the sales tax rate that will be applied to all imported sales transactions, then select Next.
  10. Choose the date you like to start importing from if you have historical transactions. Then, select Done.

 

Please take note that you can import up to 18 months of historical transactions in QuickBooks.

 

You can also check the guides provided in this article on how PayPal transactions are handled within QBO: Handling PayPal transactions with QuickBooks.

 

That should do it. You will now see the PayPal connection listed on your QuickBooks Banking screen. Please let me know if you need further assistance in importing your Paypal transactions in QBO. I'll get back in a moment.

C
ccraig-stemaniaAuthor
March 8, 2020

Hi.   I already have the link set up with PayPal.   The problem is that there are transactions from 2018 that were not imported.   They are within the 18 month window.  Given that I already have the link established, I think that puts me at Step 8 in your response.   I can get to the PayPal Bank under the Banking left pane Nav.   I have an option to Update, but that either lets me Upload a file or Order Checks.   If I select Upload File, the options are "Get info from your bank" or "Securely connect your bank".    My bank is connected, so I think I need to select the left option.   Here's where I run into problems.  I have downloaded the transactions that I want to import as both .csv and .iif.    QBO only accepts .csv apparently.   QBO locks up when I attempt upload the transactions.    Your help file tells me to do something completely different, and it is out of date.   So, I'm hoping you can walk me through step by step on how to correctly import transactions in a manner that is consistent with the Auto Feed.   Thanks!

    D
    Den_ST
    October 8, 2020

    Hi,

     

    I'm in UK I cannot find the app you're talking about in this thread. I can only find quite expensive apps.

     

    We have lots of Paypal transactions per day (around 100) and need a solution for feeding these into QBO that isn't so expensive that we may as well all stay at home in bed and not run a business !!

     

    Thanks

    Dennis

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    October 8, 2020

    ...

    D
    Den_ST
    October 8, 2020

    That's pretty expensive. We need to feed in around 100 Paypal and 100 Stripe transactions per day !

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