Card Payments

It can be challenging when customer payments appear as cash advances. One possible reason for this issue may relate to the configuration of your PayPal payment settings. I’d like to guide you through the process to ensure your accounts are set up correctly, Bill.

Since all transactions, including customer invoice payments, are influenced by your mapping settings, please follow these steps to verify that your accounts are correctly configured:

1. Navigate to the Apps section.
2. Select the Find apps tab.
3. Search for Accept Card Payments with PayPal.
4. Click Settings.

For detailed explanations of each setting, refer to this article: Accept Card Payments with PayPal app in QuickBooks Online.

Let's also review your past transactions to confirm they are categorized correctly. If your customers continue to experience issues with their card payments being treated as cash advances, I recommend contacting our live support team. They have the resources to investigate and identify the root cause of the problem.

I've included this article that provides information on how to categorize transactions you download from your bank or manually enter into QuickBooks: Categorise and match bank transactions in QBO.

If you have any questions or concerns, please don't hesitate to reach out.