Reconciling PayPal to QuickBooks Online Doesn't have to Suck

Send an email to [e-mail] to receive a free copy of this tool.
Are you tired of spending hours reconciling PayPal transactions in QuickBooks? Say goodbye to manual reconciliation with this simple tool!
In this video, I'll show you how to easily match PayPal transactions to QuickBooks Online transactions using the PayPal transaction number.
Watch as I reconcile a 94-page PayPal statement in under 30 minutes. If I were doing it without commentary, it would have only taken 10!
This efficient process will save you time and make your financial management a breeze.
Ready to say goodbye to manual reconciliation and hello to efficiency? Request your free copy of our tool today by emailing us at [e-mail].
Stop spending hours matching transactions and get your life back today.
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Reach out to me on LinkedIn here: / christopher-edney-a55892
Key Moments in this Video
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0:00:00 Introduction
0:00:31 Preparing to Use the Tool
0:00:57 Export the Reconciliation from QBO
0:03:51 Using the Reconciliation Tool
0:05:43 Using the Formulas in the Tool
0:07:05 Mapping Formulas to PayPal
0:09:37 Using the PayPal Tab
0:10:16 The $0 Transaction Variance
0:11:13 How to Clear the Transaction ID Variances
0:14:07 The No Match Variance
0:15:27 The Missing PayPal Data
0:17:19 The Pivot Tab - Summary Comparing PayPal to QBO
0:22:13 Creating the Reconciling Entry
0:25:00 The Last Step - Reconciliation in QBO
0:27:23 Conclusion and How to Get the Free Tool
About Chris Edney and Sigma Squared
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Chris Edney has been in finance roles since he was 14 years old working in his father's loan office. Since then, he has worked in banking, real estate, treasury, insurance, wealth management, corporate financial planning and analysis, data analytics, and most recently as a financial and data automations consultant.
Through his business, Sigma Squared, Chris helps small and large businesses to automate repetitive tasks to save time and money. Some of his successes include creating a program that connected QuickBooks Online to SalesForce.com, saving a company $60,000/year on labor costs, and another program that extracts data from hundreds of PDF files and quickly identifies variances. That program saved a client 20 hours per week of manual labor.
No matter what your company is doing, there are probably ways to improve your processes and save you money. If time is money, then automation is a goldmine.
Reach out to me and see if Sigma Squared can save your business time and money: [e-mail]
Tools I Recommend:
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Quickly edit hundreds or thousands of entries in QuickBooks Online with SaasAnt Transactions:
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[@ExcelOffTheGrid]

That is some real-world mess that you've just resolved. Good work! 👍

[@chrisedney9200]

Thanks, Mark. Really appreciate the support.

[@chrisedney9200]

Request your free copy of our tool today by emailing us at [e-mail]