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Workflow · Reconcile · Opening soon

Match PayPal transfers to QuickBooks

Match your PayPal transfers to your QuickBooks deposits. See which transfers agree, and which ones need a date or amount check.

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Someone typed

“match the paypal transfers to our quickbooks deposits and show every transfer, with a Status that says "Agrees" when the amount and date line up, else what to check”

The agent read it as

Match my PayPal transfers to our QuickBooks deposits and show every transfer, with a Status that says "Agrees" when the amount and date line up, else what to check.

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

  1. File
    PayPal transfers
    CSV export · 18 rows
  2. File
    QuickBooks deposits
    CSV export · 18 rows
  3. Step
    Round transfer amounts
    Step 1
  4. Step
    Round deposit amounts
    Step 2
  5. Join
    Bring in matching deposits
    17 of 18 paired
  6. Step
    Set status
    Step 4
  7. Result
    PayPal deposit matches
    18 rows · 1 flagged
  8. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 18 rows came out, and the join paired 17 of 18 rows.

What you get back

The result of that run, the rows to look at first.

PayPal deposit matchesSample data18 rows
17 agrees1 check date or amount
Transfer dateTransaction IDTransfer amountStatus
2026-10-276Q2M8T1R5V9N4X3C7412Check date or amount
2026-09-045M8K2N1Q4R7T9V3X1845Agrees
2026-09-097Q1N4B8P2T6V9R3L5612.50Agrees
2026-09-122X5R8C1M7V3N9Q4T6390Agrees
2026-09-169V2T6R1Q8M4N7X3C5980Agrees
2026-09-194C7M1N9Q3R6T8V2X5275Agrees
2026-09-238R3X6T1N4Q9V2M7C5715Agrees
2026-09-261N5Q8V2R6T3M9X4C7540Agrees
2026-09-306T9M2X5C1Q8R4V7N31,120Agrees
2026-10-023Q7V1N8M4C6T9R2X5455Agrees
2026-10-075V2R9T1M6Q8N4X3C7690Agrees
2026-10-097M4Q1N9T6R3V8X2C5310Agrees
18 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you reconcile PayPal transfers with QuickBooks deposits?

Export your PayPal transfers and your QuickBooks deposits, then load both files into the workflow. It rounds the transfer and deposit amounts, matches the deposits, and sets a Status for each transfer. Rows that do not match stay in the result with a note that tells you what to check.

How it works

How to use the PayPal deposit matches workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

PayPal deposit matches: questions

Which export files should you use?
Use a PayPal export of transfers and a QuickBooks export of deposits. The workflow reads the rows from those exported files.
What happens to transfers that do not match?
They stay in the output. Their Status does not say Agrees, and the workflow shows what to check, such as date or amount.
How do you change the matching rules?
You change the workflow steps in words, such as rounding amounts, choosing which fields to compare, or adding another check before Status is set.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.

Book a demo

Workflows like this

Match two sets of records line by line, and see what agrees, what differs and what is missing on either side.

All account reconciliation templates →

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