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Changes
From Pumping Station One
→Categorizing PayPal
== Categorizing PayPal ==
== Categorizing PayPal ==
Paypal is handled a little differently from the other accounts. We do not import individual transactions. Instead, we create journal entries from reports
Paypal Income is handled a little differently from the other accounts. We do not import individual transactions. Instead, we create journal entries from reports
=== Get Report from paypal ===
* Log in to https://business.paypal.com/webapps/merchantreportingweb/page/fsr.form
* Log in to https://business.paypal.com/webapps/merchantreportingweb/page/fsr.form
* Once the report is generated, Press "Download" next to the pdf combo box.
* Once the report is generated, Press "Download" next to the pdf combo box.
* Rename the Downloaded file from ''MonthlyFinancialSummery.pdf'' to ''paypal-YYYY-MM.pdf'' where YYYY is the 4 digit year, and MM is the 2-digit month
* Rename the Downloaded file from ''MonthlyFinancialSummery.pdf'' to ''paypal-YYYY-MM.pdf'' where YYYY is the 4 digit year, and MM is the 2-digit month
=== Create Journal Entry in Quickbooks ===
* Log in to quickbooks
* Click the '''+''' at the top of the screen >> Journal Entry
* set the Journal Date to the last day of the month you are creating the entry for
== Resolving ==
== Resolving ==
