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February 23, 2023
Question

Re: Paypal and QuickBooks Online Integrations2 1 3332 on ‎May 18, 2021 10:08 PM - why can't the transfer from bank to PP be marked while in PP For Review mode?

  • February 23, 2023
  • 1 reply
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In this article, the New button is used to indicate the transfer from bank to PayPal account.  If Bank and Paypal accts are linked to QBO, why not just indicate the transfer by clicking on that item when in Paypal For Review and choosing Transfer etc.?

1 reply

February 24, 2023

Hi there, Marty622.

 

Thank you for visiting the QuickBooks Community. I'll share information on how transactions work in QuickBooks Online, then ensure you can send feedback so the option you want to perform will make it possible.

 

The downloaded data in QuickBooks is dependent on the information provided by the financial institution. Then, since your bank and PayPal accounts are connected to each other for transfer transactions and linked to QuickBooks Online, the transactions from your bank are the ones that appear in our program. However, the said entry will not appear as Transfer by default and you will still need to categorize the transactions manually.

 

Furthermore, I suggest going to the Gear icon in QuickBooks Online and choosing Feedback. This way, you can submit a request about having the option to automatically show the entry as Transfer in the For Review tab. Any recommendations are sent to our engineers for consideration in future updates.

 

Lastly, you may refer to this article to see information on how the Sales page shows you a great at-a-glance view of all the status of your sales transactions like open and paid entries: View sales transactions.

 

I'll be around to help if you have any other questions about managing your bank transactions in QBO. Just let me know by leaving a comment below, Marty622. Have a nice day ahead.