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dan543
January 17, 2022
Solved

The paypal sync does not appear to be downloading refunds, only sales receipts and transfers out. Are there settings or configurations I can't see?

  • January 17, 2022
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by ReymondO

Hi there, @dan543.

 

 All transactions being downloaded to QuickBooks Online are dependent on what the financial institution provided. 


It's possible that PayPal hasn't confirmed the refunds yet on their system. This can be the reason why it isn't downloading in the Banking page. 

 

To verify, I'd recommend contacting PayPal support. They have the tools that could check your account and address the cause of the issue. 

In the meantime, you can manually import transactions from PayPal. This will help us ensure that your books are updated. Here's how:

 

  1. Login to your QuickBooks Online account.
  2. Select Apps from the left menu.
  3. Click My Apps at the top.
  4. Locate the Sync with PayPal app card.
  5. Select Settings on the Sync with PayPal app card.
  6. A new tab opens.
  7. Click Run in the Manual Import section. Once there, enter the desired date range and select Run.

 

Please make sure to "uncheck" the  Re-Import previously imported transactions box. That way, the new transactions will not overwrite the previously imported transactions.

 

Here are some useful resources you can use while connected with the app. 

 

 

I'm here to assist you again if you have other questions about QuickBooks Online. Simply click the Reply button and leave a comment below. Have a good one. 

2 replies

R
ReymondOAnswer
January 17, 2022

Hi there, @dan543.

 

 All transactions being downloaded to QuickBooks Online are dependent on what the financial institution provided. 


It's possible that PayPal hasn't confirmed the refunds yet on their system. This can be the reason why it isn't downloading in the Banking page. 

 

To verify, I'd recommend contacting PayPal support. They have the tools that could check your account and address the cause of the issue. 

In the meantime, you can manually import transactions from PayPal. This will help us ensure that your books are updated. Here's how:

 

  1. Login to your QuickBooks Online account.
  2. Select Apps from the left menu.
  3. Click My Apps at the top.
  4. Locate the Sync with PayPal app card.
  5. Select Settings on the Sync with PayPal app card.
  6. A new tab opens.
  7. Click Run in the Manual Import section. Once there, enter the desired date range and select Run.

 

Please make sure to "uncheck" the  Re-Import previously imported transactions box. That way, the new transactions will not overwrite the previously imported transactions.

 

Here are some useful resources you can use while connected with the app. 

 

 

I'm here to assist you again if you have other questions about QuickBooks Online. Simply click the Reply button and leave a comment below. Have a good one. 

D
dan543Author
January 20, 2022

Yes, it was the "Download Reversals" switch that was not selected.  Odd. That should be default selected as "Yes" I would think for most users.  Thanks for the tip.

    I
    imcom
    September 11, 2023

    The solution is to enable "Sync Hold and Reversal Transactions" with these steps:

    1. Go to Banking
    2. Press the pencil icon to edit "PayPal Bank"
    3. Press "Edit settings"
    4. Press pencil icon in top right to edit it.
    5. Place a checkmark in "Sync Hold and Reversal Transactions"

     

    These instructions are for when using "Accountant view" and may be slightly different for "Business view."

     

    Thanks to dan543 (the asker) for guiding me to this solution.

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