Scroll

Linking PayPal Account

Once you have successfully added PayPal account to your list of banks, you are ready to integrate it with PayPal to get the feeds.

 

 

To link PayPal account:

 

1. Go to Accounts and click Bank Accounts.

 

Screenshot_050217_125637_PM.jpg

 

 

2. Go to PayPal account and click the + icon.

 

Screenshot_050217_125923_PM.jpg

 

 

3. Click Link PayPal.

 

Screenshot_050217_010024_PM.jpg

 

 

4. There will be a message to connect to PayPal. Click Continue.

 

Screenshot_050217_011334_PM.jpg

 

 

5. Enter your PayPal details.

 

 

 

6. Once logged in successfully, you will be redirected to the permission page. Click Grant Permission.

 

Screenshot_050217_012647_PM.jpg

 

 

7. Once PayPal is successfully connected, click Get Feeds to download transactions from PayPal.

 

Screenshot_050217_014951_PM.jpg

 

With the transactions downloaded, you are ready for Bank Reconciliation.

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk