How to import PayPal transactions into QuickBooks Online

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Many businesses prefer to receive payments by and want to easily import these transactions into . In this article we write in details how to import PayPal transactions into QuickBooks Online using Business Importer.

Import PayPal transactions into QuickBooks Online using Business Importer: several steps

Step 1 Download the file from PayPal

Go to your PayPal account and download the file with transactions you want to import into QBO.

You will need to do the following:

  1. Login to your PayPal account
  2. Change setting to your file:

Go to My acccount => History => Download History

Import PayPal transactions into QuickBooks Online

Choose Customise Download Fields and mark with “V” all fields below.

import PayPal transactions into QuickBooks Online

import PayPal transactions into QuickBooks Online

import PayPal transactions into QuickBooks Online

import PayPal transactions into QuickBooks Online

 

 

Click on the Save button.

3. Select the Date range and the type of your file. Choose File type for download – Comma Delimited – Completed Payments.

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4. As soon as your report is generated, save it on your computer.

 

Step 2 Upload your file to start import PayPal transactions into QuickBooks Online

Sign in to Business Importer and connect it to QuickBooks Online.

Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.

Upload paypal file

 

Step 3 Create mapping – then you can follow the same steps as for Sales Receipts import

Select Company (you want to import to) and Entity (Sales Receipts), and connect Provider’s labels to Your Labels. Press the Next button.

Import PayPal into QuickBooks Online

Note: Use Mapping Helper to map your columns correctly.

Step 4 Review

Review if the information is entered correctly and click on the Next button.

Import Paypal transactions into QuickBooks Online

Note: Make changes directly in the preview table if necessary.

Step 5 Import log

Your import is scheduled. Don’t wait until it’s done. Get an e-mail notification.

import result

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on (302) 261-3644 or write to support@cloudbusinessltd.com.

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