Tutorials for Sync to Accounting
  • Getting started
    • About
    • Connecting with QuickBooks Online
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PayPal to Accounting KP

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Getting started
  • Why Sync to Accounting
  • Connecting with QuickBooks Online - Step 1
  • Connecting and authorizing PayPal - Step 2
Settings
  • Assigning default accounts - Step 3
  • Setting financial (assets) accounts - Step 4
  • Setting your time zone
  • Setting processing mode
  • Setting recording mode
Subscription and history
  • How your subscription works
  • Billing and historical data
UI overview
  • Main view
  • Transaction table
  • Searching & Filtering
  • Transaction types
  • Dashboard: Key Metrics and Analysis
Operation
  • Syncing with PayPal
  • Submitting individual transactions
  • Automation of recording to accounting
Recording transactions
  • Recording sales transactions
  • Recording refunds
  • Recording payment transactions
  • Excluded transactions (Others)
Batching transactions
  • About processing modes
  • How batching works
Multi-currency conversion
  • Multi-currency requirements
  • Processing multi-currency sales
  • Processing multi-currency payments
  • Processing multi-currency refunds
Vendor/payee mapping
  • Vendor mapping
  • Accounts mapping