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Hunneebz
January 9, 2023
Question

Paypal transaction imports

  • January 9, 2023
  • 1 reply
  • 0 views

I use Connect to Paypal to import my sales receipts from Paypal.  I set it up to import the receipts with all the details.  I don't need this much information now.  How can I change it to import the payment (deposit) summarized?

    1 reply

    SME Bookkeeper
    SME Bookkeeper
    January 9, 2023

    Hello @Hunneebz,

    Thank you for writing here.

     

    >You need to download the balance affecting report from the All reports menu.

    >Then sort the deposited data and save it in CSV format.

    >Create a bank account in QuickBooks Online, named as PayPal

    >Upload the transaction & start matching.

     

    For further assistance reply here/check my bio.

     

    Regards,

    wsraaz

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