Skip to main content
September 16, 2024
Question

We could only go back a couple of months when connecting Paypal, but need to go back and pick up older transactions from 1/1/24 - 5/21/24. How do we do this?

  • September 16, 2024
  • 1 reply
  • 0 views
When we connected to Paypal, it would only allow us to go back a few months, but we have to pull in transactions to the beginning of the year.   We attempted to download transactions, but we cannot see an easy way to pull in only the completed transactions, and not the auths and holds.  What am I missing?

1 reply

September 16, 2024

You can disconnect your PayPal and connect it again to select a past date, @brett-r. Let me shed some guidance for you to be aligned with your goals.


You can manually import transactions from the past 18 months during the initial setup of the connection, you just need to select a specific date range of a past date. If you want to choose a past date that wasn't included during the initial setup, I recommend disconnecting your PayPal and reconnecting it in QuickBooks Online (QBO). To disconnect, here's what you need to do:
 

  1. In your QuickBooks Online, click Transactions.
  2. Hit Bank transactions.
  3. Select the Edit icon on the PayPal account and choose Edit Settings.
  4. After that, hit Disconnect PayPal.

 

 

Please note that there's no option to filter on what type of transactions that will be imported. QuickBooks will sync all your available entries; however, it won't include the temporary holds and releases. For other irrelevant transactions that you don't need, you can exclude them in the For Review tab.

 

Furthermore, to know more about connecting PayPal to QBO, see this article as an additional guide: Connect to PayPal FAQ.


On the other hand, you may also want to have bank rules to help you categorize your transactions automatically.


Tag me if you still need further assistance with your concern, @brett-r. I'll circle back to assist. Keep safe!

brett-rAuthor
September 18, 2024

I figured it out on my own. 

I pulled the statement data from 1/1/24 - 5/21/24.   I duplicated the lines, and deleted the gross from one set, and the fees from the other set, so that one acts as credits, and the other acts as the debits.  I removed all hold line items.   I divided the file into sections less than 1000 lines, and manually imported the data, using 2 lines for credits and debits.