Skip to main content
March 17, 2024
Question

I use PayPal to pay some vendors and have set up PayPal to transfer money from my checking account at Wells Fargo. However the two accounts are NOT matching transactions.

  • March 17, 2024
  • 1 reply
  • 0 views
Can someone help with how to get QB to recognize the transfers to PayPal from WFB to Match?

1 reply

March 18, 2024

Thank you for reaching out to the Community, David. Let me lend a hand as you match your transactions. 

 

In QuickBooks Online (QBO), you'll need to use the Record as Transfer feature within the Banking menu if you haven't created a transfer transaction. On the other hand, if you have an existing transfer transaction, you can easily find the Match option. 

 

Follow these steps if you haven't created a transfer transaction: 

 

  1. Go to the +New located in the upper left corner. 
  2. Under the Other column, choose the Transfer option. 
  3. In the Transfer Funds from and Transfer Funds To dropdown. 
  4. Enter the amount in the Transfer Amount field. 
  5. Once done, click Save and close

 

To further know this information, you can visit this website: Transfer funds between accounts.

 

After matching your transaction, you can now reconcile your accounts so they always match your bank and credit card statements.

 

I'm always here to help you if you have further questions about matching your transactions.