• $399 or 4 monthly payments of $99.75

PayPal Bookkeeping in QuickBooks Online

Take the mystery out of managing PayPal transactions in QuickBooks. This course will be updated with fresh content to ensure you stay on top of your PayPal bookkeeping game.

At the moment, our spotlight is on an in-depth cleanup of a real client's PayPal accounts within QuickBooks. This real-world scenario will give you a comprehensive look at the complexities and challenges of PayPal bookkeeping, and how to navigate them with confidence.

As we progress, expect new modules and lessons to be added, covering everything from the basics to more advanced strategies for integrating PayPal with QuickBooks. This is just the beginning, and we're excited to have you with us on this evolving journey.

Get ready to transform your PayPal bookkeeping skills, step by step, into a powerful asset for your business or career. Stay tuned for more!

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Contents

Introduction

Let's go over the basics of working with PayPal. From statements, to the various loan products they offer.

Welcome - Introduction to courses
PayPal for Bookkeepers Infographic
How to Access and Download Statements
Reviewing the PayPal Statement
The Loan Products PayPal Offers
Connecting PayPal to Bank Feeds - 2 ways
How to View and Change the Defaults for PayPal Connect Sales Receipts
Recording Expenses
Recording Income
Recording a Transfer From PayPal to Checking
Recording a Purchase From Checking via PayPal
Recording a Purchase From Credit Card via PayPal
Recording a Purchase From Credit Card via BML or PayPal Credit
Income Into PayPal and Repaying PayPal credit
Income Into PayPal and Expenses Paid Using All 3 Methods
Foreign Currency
Customer Refunds, Disputes and Chargebacks
Account Holds and Releases
Reconciling the PayPal Bank Account
Reconciling the PayPal Credit Card Account
Be Mindful of Money Requests That Are Not Valid

Clean Up PayPal - Real Client

Watch a real-life walkthrough of a Paypal clean up in QuickBooks Online. Tackling tricky accounts and simplifying the chaos. No hands-on, just pure learning.

Introduction
Identifying the Problem
Starting to Reconcile PayPal Credit Card for 2022
Finding and Adding Missing Charges to the Credit Card
Adding Missing Data When It's Been Entered Backwards
Reconciliation Warning When Deleting a Transaction
Completed Reconciliation of the PayPal Credit Account
Begin Adding and Reconciling the PayPal Pay in 4 Accounts
Adding and Reconciling Another PayPal Pay in 4 Account With the Same Loan Amount
Using the Balance Sheet to See What's in the Parent Account for the Pay in 4 Loans
Looking at What Remains in the Register for the Pay in 4 Account and Make a Plan
Fixing Beginning Balance Error in PayPal Bank
Begin Reconciling PayPal Bank Using a CSV With Running Balance
Add a Missing Expense to PayPal Bank
Reconciling When Some Transactions Are Dated in the Next Month
Removing a Stubborn Transaction That is Reconciled in the Checking Account
Troubleshooting Duplicates and Entries Going Into and Out of the Same Account
Correcting a Mistake Where the PayPal Bank Account is Used for the Deposit and Withdrawal
Correcting a Mistake where a Credit Card Interest Payment is Logged as a Deposit Using PayPal Bank
Review and Recap
Wrap Up

100% Satisfaction Guarantee

If for any reason you're not satisfied with any of our courses, simply let us know within 30 days, and we'll gladly refund your investment. Your satisfaction is our top priority, and we'll jump through hoops (or lily pads) to ensure you're delighted with your learning experience.