QuickBooks Paypal Integration: How to Connect Your QuickBooks to Paypal

by James Antonio

Learn about QuickBooks Paypal Integration: How to connect your QuickBooks to Paypal.

PayPal is a popular payment gateway application for millions of users around the globe that use it nearly every day. It is the best means to send or receive money nationwide & even globally from clients, customers, merchants, and family members. But PayPal is crucial for the merchants who operate businesses or businesses overseas. The Sync with PayPal free app automatically imports your PayPal sales transactions, fees, taxes, and discounts into your QuickBooks.

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The QuickBooks PayPal app makes it simple to accept payments with PayPal. You can get online payments via debit card, credit card, or PayPal and access reduced card payment fees.

It has been observed that PayPal has more than 100+ million active & registered user accounts. Furthermore, it lets the users send or receive payments in more than 200 currencies in 200 marketplaces globally.

QuickBooks is a package of accounting services in the form of software & provides numerous other online solutions. This software can establish connectivity to integrate with tons of web-based applications.

This integration lets you retrieve any balance affecting transactions you have in your PayPal and present them in your QuickBooks banking tab. You can then efficiently edit, categorize and match transactions to ensure your books are accurate and up to date.

Your PayPal transactions, including sales, purchases, fees, and transfers, are sent to QuickBooks for review. Once connected, you will be able to review your transactions and add them to your books just like a bank. PayPal fees will be counted as a separate expense account, so you can save your time and no longer enter them manually. And, while creating reports, you’ll have better insights into how your company is doing.

Advantages of QuickBooks PayPal Integration

  • It offers a handy and straightforward way for customers to pay instantly. You can send invoices online from QuickBooks with a “Pay Now” option that enables customers to directly make an online payment via card or bank transfer, using their PayPal business account.
  • It lets you reduce manual entry, and the payments are automatically recorded in QuickBooks. Accept Payments with PayPal is fully integrated with QuickBooks, which means that all payments obtained for your QuickBooks invoices, and associated PayPal transaction fees, are automatically recorded into an account of your choosing.
  • It lets you save even more time on your accounting. Accept Payments with PayPal ensures your QuickBooks invoice payments and transactions fees are recorded and categorized automatically to your books. There is no need for manual entry.
  • You will get paid two times faster and improve cash flow. Your client receives their invoice as soon as the job is done, and payments can be made straight away.

Steps to Integrate Paypal to QuickBooks

Step 1: First, Sign in or sign up to QuickBooks Online. Next, Add the Accept Card Payments with the PayPal app.

Step 2: Now, Connect your PayPal account to your QuickBooks account. Then, you need to grant permission to connect your QuickBooks account to your PayPal account and confirm via the confirmation mail.

Step 3: Next, you need to generate and send an invoice. Create an invoice and ensure the checkbox Accept Card Payments with PayPal is ticked.

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How do I Reconcile a PayPal Account in QuickBooks?

First, get a copy of your PayPal bank statement, then check the last statement beginning balance, and ending date. The statement must start on the day after your previous reconciliation. Next, the beginning balance in QuickBooks should match the one on your bank statement.

How can I Post a PayPal Transaction in QuickBooks?

QuickBooks enables a transfer between balance sheet accounts without having to use the general journal.

To make a transfer, you need to go to “Banking” and then “Transfer Funds.” Now, choose the correct date, amount, the PayPal account as the “From” and your bank account as the “To;” hit “Save,” and you are done.

How can I import PayPal Transactions into QuickBooks online?

First, log in to your QuickBooks Online. Then, select Apps from the left menu. Now, Select My Apps at the top and Locate the Sync with a PayPal app card. Then, Choose Settings on the Sync with a PayPal app card. A new tab will open. Now, select “Run” in the “Manual Import” section. Then, enter the desired date range, then snap on the “Run.

How can I Record a PayPal Refund in QuickBooks?

Paypal refund transaction in QuickBooks desktop: First, click on “Customers” at the top menu bar. Then, Click on Create Credit Refunds/Memos. Now, From the “Customer”: drop-down, choose the appropriate Customer. Then, Enter the returned items in the line item area, and then select Save & Close.

How do Accept Card Payments with PayPal app work?

Connecting the Accept Card Payments with the PayPal app is easy, quick, and secure. The PayPal app enables you to send invoices with a ‘Pay now’ button, so your customers can make online payments using PayPal, MasterCard, Visa, or American Express. You’ll receive payments in your PayPal account, and the accounting will be done in QuickBooks Online.

How much do the Accept Card Payments with the PayPal app cost?

The PayPal app is free to download and use. You will need a UK QuickBooks Online account and a UK PayPal business account to use the app. PayPal merchant transaction fees apply for receiving online payments.

Can I connect more than one PayPal account to QuickBooks Online?

Yes, you can connect more than one PayPal account to QuickBooks Online. PayPal app supports the connection of multiple PayPal accounts to QuickBooks Online.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Pricing

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Importer, Exporter & Deleter

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$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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