Whether you have just connected your company (see photo #1), or you are adding an additional payment system (see photo #2) you will be redirected to Step 2.

photo #1

photo #2

To get here click on My Profile in the upper right corner and go to Account.

Now you can connect your PayPal

By pressing on button you will be redirected to PayPal to log into your account.

We do not have any access to your bank, card or password information.

Business Payments requires read-only access in order to process the transactions and import them into your QuickBooks.

After granting your permission, you will be redirected to Step 3

Step 3:  Please select PayPal Bank Account* created by the app as a Bank account and choose the payment method you prefer (most likely PayPal)

Step 4: Select Product/Service type for products newly created by our app and the Income account that will be associated with the newly created products.

Step 5: Enable “Apply Taxes” if you would like the app to sync your taxable transactions including the tax breakdown available.

Step 6: Make sure you select the same Bank account that you have chosen for Sales. Select the account to categorize your PayPal fees under Category field.

Step 7: Make sure you select the same Bank account that you have chosen in the Sales and Fees tabs. Select the account to categorize your PayPal expenses under Category field.

Step 8: You can click on Finish as you are good to go and can start by importing old transactions or enabling seamless ongoing transactions synchronization by clicking on Start to Sync.

Congratulations! Your account is set and ready to import

and sync.