The first step is to log into your Paypal account. Once there, click on the menu at the top right on “Profile”, and click on “Profile and Settings”.

, How To Grant Us Permission To Access Your Paypal Bank Statements For The Accountancy Matching

Once there click on the sub-menu on the left “My Settings”, and then right on “Update” next to “Manage Users”:

, How To Grant Us Permission To Access Your Paypal Bank Statements For The Accountancy Matching

Then select “Add User”, and choose a user ID. It is better to choose something descriptive like “AccountantNameOfYourCompany”. For example, if your company is called “ACME OÜ”, you could put it in the ID “AccountantACME”.

, How To Grant Us Permission To Access Your Paypal Bank Statements For The Accountancy Matching

Choose a password, and if asked to, you can enter any name and surname (i.e: “Your Company” and “In Estonia”). Now you must grant us three permissions. In the “Accounting” section, choose “View transactions Charts & Graphs”, from “Administration” choose “View balance”. Finally, from “Virtual Agent”, choose “Schedule and download transaction history, and run settlement report”.

, How To Grant Us Permission To Access Your Paypal Bank Statements For The Accountancy Matching, How To Grant Us Permission To Access Your Paypal Bank Statements For The Accountancy Matching

And that’s it. Easy, right? Just make sure to let us know so we can verify everything is ready.

in Banks and Payments

Leave A Comment