Good day, simon-board.
I'd be glad to share the steps. To add your PayPal account, you can follow these steps:
Note: You can import up to 18 months of historical transactions.
- Sign in to QuickBooks Online as an admin.
- On the left panel, select Apps and look for Connect to PayPal.
- Select Get app now and mark the box for the appropriate file, then click Install.
- Hit the Let's do it button. To authorize Intuit to pull data from your PayPal account, select Give permission.
- Enter the email address associated with your PayPal account and click Next.
- Sign in to your PayPal account and to authorize the sync, select Agree and Connect.
- Click Return to Intuit once the connection is established.
- Select the PayPal Bank where you'll find your PayPal transactions, then click Next. Note: Generally, this is separate from your bank account and is automatically made for you upon set up.
- Select the sales tax rate that will be applied to all imported sales transactions, then hit Next. If you have historical transactions, choose the date you like to start importing from, then select Done.
On the other hand, if you want to disconnect the PayPal account, here's how:
- Go to Transactions or Banking, and select the Banking tab.
- Click the pencil icon on the PayPal bank account, and click Edit account info.
- Check the box for Disconnect this account on save, and click Save and Close.
I've got these articles for more details:
I'll be around if there's anything else you need help with QuickBooks Online. Thanks.
