How to connect your PayPal to Business Payments

 

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

 

Photo 1

Photo 2

 

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.

Photo 3

Photo 4

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

Photo 5

Now you can set up your Sales transaction settings.

This will customize where your transactions are going to be stored in QuickBooks

 

Step 4 allows you to set up your Fee settings.

This will customize where the fees are reflected in Quickbooks

 Photo 6

Step 5 allows you to set up your Expense settings.

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At Step 6 choose a time range for the transactions you would like to import

You can always go back and import your old data or extend the time range (how far back you can go is unlimited) by choosing the “Import old transactions” tab on the left side menu bar

 

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Now start importing or skip

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Congratulations! Your account is set and ready to import and sync.

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.