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martin45
March 12, 2021
Question

When will the Paypal integration work properly?

  • March 12, 2021
  • 2 replies
  • 0 views

We were told this was a PSD2 issue but from looking back at previous posts it appears this has been ongoing for a long time, not posting the fees etc properly from the integration as other softwares do?

 

If other accountants are reading this please can you recommend bookkeeping software that actually has a working integration with Paypal?

 

Also when will links with other banks such as Unity Trust and Triodos be available? This also seems to have been blamed on PSD2 or the bank with no resolution to the issue in sight or being ignored? Charity clients that used these banks and had bank feeds with them historically have been left with additional admin time and manual input because of this.

    2 replies

    MaryLandT
    MaryLandT
    March 12, 2021

    I know how important it is to track your downloaded PayPal fees in QuickBooks Online (QBO), martin45.

     

    But I'm here to route you to the right support on how to take care of this issue. 

     

    There's an ongoing investigation about the missing PayPal fees in the program. Please know that our product developers are currently working to have a permanent resolution. 

     

    As a workaround, you'll have to download transactions from your bank using a CSV file. Then, manually upload the file into QBO. 

     

    In line with this, I suggest contacting our Customer Care Team. They can add your account to the notification list. This way, you'll receive email updates about the investigation (INV-42500) and its status. Let me guide you how.

    1. Go to the Help menu at the upper right. 
    2. Select Contact Us. 
    3. Enter No Paypal Fees Showing After Manually Updating The Account in the What can we help you with? box. 
    4. Click Let's talk. 
    5. Choose a way to connect with a support agent. 

     

    See the screenshot below to show you the third to fourth steps. 

    NoPayPalFeesShowingINV.PNG

     

    Once fixed, let's go to the For Review tab to check if there are duplicate transactions since you've uploaded a CSV file. If there are any, I recommend excluding them.

     

    However, if there are no duplicates, you can continue editing, assigning, and categorising your PayPal transactions. This ensures your financial records are accurate. To learn more about this process, visit this article: Categorise Bank Transactions. 

     

    I'm also adding this link to get answers to frequently asked questions: Connect to PayPal FAQ.

     

    Stay in touch with me if there's anything else I can help you with QuickBooks. I'm always around to help you.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    March 13, 2021

    @martin45 

    You may need an additional app for the time being to reconcile your PayPal and bank transactions.

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