Downloading PayPal Transactions

It's really important you download the correct report from PayPal. Once signed into your PayPal Business account, the instructions below cover the report that you need to download.

If you prefer to watch a video covering the steps, click this link - https://youtu.be/zpAshXx40Mc

IMPORTANT: where you have transactions of multiple different currencies in your PayPal account, you will need to use this alternative PayPal report detailed in the bottom section of this support article.

Downloading PayPal Transactions (standard option)

(1) Within your PayPal account. select 'activity'....(2) then select 'All Reports'

(3) Click 'Activity Download' on the left-hand side (Important: do NOT select 'statements')

Note: if it is a personal PayPal account, rather than a business PayPal account, the transactions report click here to get to the screen in PayPal that you need to download this report.

(4) In the filter bar at the top of the report (see below), select:

• Transaction Type - select 'All Transactions'

• Date Range - select the range required

• Format - select 'CSV'

Then click 'create report'.

(5) Once the report has finished generating, click 'download'.

IMPORTANT: where you have transactions of multiple different currencies in your PayPal account, you will need to use this alternative PayPal report shown in this video link for uploading transactions - https://youtu.be/W5xU6uxc0-o

WARNING: Once downloaded, don't edit or resave the file, or change the file format from .CSV to .XLS/.XLSX, as it may stop the file uploading to ExpensePlus properly.

Then upload this .csv to your PayPal Payment Processor Account within ExpensePlus (find out more)