How to financials: Difference between revisions

From Pumping Station One
No edit summary
Line 50: Line 50:


Paypal is handled a little differently from the other accounts.  We do not import individual transactions.  Instead, we create journal entries from reports
Paypal is handled a little differently from the other accounts.  We do not import individual transactions.  Instead, we create journal entries from reports
* Log in to https://business.paypal.com/webapps/merchantreportingweb/page/fsr.form
* Select the completed month you want to export, and press "View Report"
* 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


== Resolving ==
== Resolving ==