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B
Bel10
March 4, 2025
Question

Reconiliation PayPal - Ref No. Showing Sales Receipt No.

  • March 4, 2025
  • 1 reply
  • 0 views

Hi,

 

I'm reconciling PayPal and the Ref numbers on the screen are actually coming through as the QB Sale Receipt number. 

This is making it impossible to reconcile the account as I need to utilize the PayPal transaction I.D. Which is showing correctly in the reference field on the sales receipt. 

However on the reconciliation screen its showing the reference number as the QB Sales receipt no.

 

Any ideas on how to get the Reference Number to correctly appear on the reconciliation screen?

 

Thanks ,

Bel

1 reply

J
JeveeAdvin__la
March 4, 2025

I understand the significance of being able to precisely enter the reference number in QuickBooks Online, Bel10. Currently, the reference number is displayed as the Sales Receipt number on the reconciliation screen for both uploaded and manually added transactions. Let's collaborate to effectively address this matter.

 

To display a reference number on the reconciliation screen, I recommend inputting the reference numbers in the Sales Receipt no. field as a workaround.

 

Here's how:

 

  1. Go to the Reconcile screen.
  2. Click on the Sales Receipt and click Edit.
  3. Copy or transfer the reference number into the Sales Receipt No. field.
  4. Then, hit Save.

 

  

The importance of accurately entering the reference number in QuickBooks Online is essential. This feature would provide benefits not just for you but for other users as well who have voiced similar needs. 

With that being said, let's send a request for this feature to our Product Developers so this will be taken into consideration in future updates.

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Click Next to submit.

 

 

Alternatively, you can use this link to send your request and get the latest updates from our development team: QuickBooks Online Customer Feedback.

 

For guidance on how to address discrepancies between QuickBooks Online and your bank statement after a reconciliation, please refer to the following comprehensive guide: Fix issues at the end of a reconciliation in QuickBooks Online.

 

Accurate transaction management on the reconciliation screen is vital for maintaining organized financial records. If you have any inquiries regarding the management of your bank register transactions, please do not hesitate to contact us. Have a nice one.

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