Connect to PayPal App for QuickBooks


PayPal is a unique payment tool that is becoming ever more popular as customers and vendors become more comfortable with electronic payments. PayPal can be viewed as a payment processor, or an invoicing/sales tool, or an online checking account or wallet, or all of the above! However, this versatility also means it can often be confusing and complicated to handle in QuickBooks.

In general we recommend customers treat PayPal as a ‘bank’ account within QuickBooks. This is also how our integrations including Connect to PayPal, are designed. By thinking of PayPal as a bank, you can (and should) regularly reconcile your balance in QuickBooks with your PayPal statement. It also means when you withdraw money from PayPal into a real bank account, or when you Pay with PayPal using a credit card, these scenarios should be treated as transfers between two accounts in QuickBooks (between your checking account and PayPal account, or between your PayPal account and your credit card)

With our Connect to PayPal app integration, we help make it easier to enter transactions from PayPal into QuickBooks, ensuring QuickBooks has your transaction details and helping you with monthly reconciliation. We will fetch your transactions from PayPal automatically, displaying them on the Banking screen in the "For Review" tab, allowing you to handle them just like a bank connection. However, unlike regular bank connections, we are also able to fetch details on what you sold through PayPal and what you paid for, as well as PayPal transaction fees, resulting in more detail and accuracy for your transactions in QuickBooks.

If you have never used the banking section or have never connected a bank in QuickBooks before, we recommend you first go through how to Add and match Bank Feed transactions.

Now, let’s get you started. There are a couple of ways to connect -- the choice is up to you. You can get the app when you are connected to QuickBooks, or you can also visit the QuickBooks App Store. Let’s start with connecting from within QuickBooks

See more details

Login to your QuickBooks Online account. Select Apps in the left navigation bar.

Search for Connect to PayPal

Select the Connect to PayPal app, then select the Get app now button.

On the following screen, select the Let's do it button.

You will need to authorize Intuit to pull data from your PayPal account. Select the Give permission button to do so.

Enter the email address associated with your PayPal account, and select Next.

  • If you do not already have an account, it will prompt you to create one
  • You must be the admin of the PayPal account in order to connect. Authorized users cannot give permission to connect.
  • NOTE: If you create a new account with PayPal, you will be taken away from the connection flow and will be required to navigate back to QuickBooks Online to start the connection process over again.

Enter in your PayPal credentials, select Log-in.

To authorize the sync, select Agree and Connect button.

Once the connection is established, you will then select Return to Intuit.

Select the account in QuickBooks that will represent your PayPal account and select Next.

Generally, this is separate from your bank account and will be automatically created for you upon set up – “PayPal Bank.”

Select the Sales tax rate that will be the default applied to all imported Sales transactions, then select Next. (Only if tax enabled)

If you have historical PayPal transactions, select the date in which you would like to start importing from, and select Done.

You can import up to 18 months of historical transactions.

To prevent duplication, we recommend that you do not import from a past date range if you have already recorded your PayPal transactions through other means in that time period. This includes doing so manually.

You are now set up and will see the PayPal connection on the Banking screen.

How to Connect from the QuickBooks App Store

Go to www.intuit.apps.com and search for ‘Connect to PayPal’

Select Get App now

On the following screen, select the Let's do it button

Select the Give permission button

You will need to authorize Intuit to pull data from your PayPal account.

Enter the email address associated with your PayPal account, and select Next.

If you do not already have an account, it will prompt you to create one

You must be the admin of the PayPal account in order to connect. Authorized users cannot give permission to connect.

NOTE: If you create a new account with PayPal, you will be taken away from the connection flow and will be required to navigate back to QuickBooks Online to start the connection process over again.

Enter in your PayPal credentials, select Log-in.

To authorize the sync, select Agree and Connect button.

Once the connection is established, you will then select Return to Intuit.

Select the account in QuickBooks that will represent your PayPal account and select Next.

Generally, this is separate from your bank account and will be automatically created for you upon setup – “PayPal Bank.”

Select the Sales tax rate that will be the default applied to all imported Sales transactions, then select Next. (Only if tax enabled)

If you have historical PayPal transactions, select the date in which you would like to start importing from, and select Done.

You can import up to 18 months of historical transactions.

To prevent duplication, we recommend that you do not import from a past date range if you have already recorded your PayPal transactions through other means in that time period. This includes doing so manually.

You are now setup and will see the PayPal connection on your screen.

You’re all set and ready to go!  If you’d like further details on managing your PayPal transactions using new Connect to PayPal app, check out the Connect to PayPal FAQ.