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How to Export Paypal Transactions in CSV format

If you do not have Paypal’s bank feed connected to your books and you did not create a view-only login for us with Paypal, you will need to export the transactions every month.

To do so:

Log on to Paypal and in the top menu click “Activity”

 

Click on “All Reports”

In the side menu click on “Activity Download”

Select “Balance Affecting”, the appropriate date range and “CSV” format, then click “Create Report”

The report will be available to download from the same page, usually within a few seconds but it can take a few minutes if exporting a large date range.

 

Want to avoid this hassle?  Click here to learn how to create a view-only Paypal login for us.

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