PayPal to QuickBooks Online accounting made for business

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Searching & Filtering

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In your Sync to Accounting app, you can search on anything including data in the middle of a word or number. You can by name, transaction id, by company, by date, email … even astrological signs if you capture that data.

Two filter drop down menus are available:

  • Filter by transaction status
  • Filter by transaction type

Transaction statuses:

  • Open – require action
  • Hidden – transactions you do not need or want to see
  • Processed – transactions you have processed into QuickBooks Online

Note: We provide the Hidden feature for use with transactions like the informational “Other” transactions that deal with currency conversion. You don’t want to see them all the time, so click the box to hide them. Ta-da! Less cluttered views of your transactions.

Transaction types (see more in special section):

  • Sales
  • Refunds
  • Payments
  • Transfers
  • Other

Clear filter: Click and clear

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