How to download PayPal transactions into CSV file

Use the ProperConvert app to convert your transaction files to required by your accounting software file format.

If you are using PayPal to receive or send payments, then during a tax preparation time, you would need to extract transactions from PayPal system and import into your accounting software. Some software can communicate directly with PayPal, and if it is not, you need to export transactions first and then convert to a format compatible with your accounting software.

The best format to export from PayPal is the CSV format. It has all transaction details including splits like fees and taxes. If you need to convert to a format supporting splits (QIF, IIF), the ProperConvert app can map splits automatically.

Export PayPal transactions

Downloading PayPal transactions is not a straightforward option. This tutorial shows how to export PayPal transactions ready for bookkeeping or import into accounting software with seven simple steps.

When you login into your PayPal Account with your email address, click on the 'Reports' button.

EXPORTCSVPAYPAL Step 1: Reports in Paypal

Then click on 'Activity download'.

EXPORTCSVPAYPAL Step 2: Activity download in Paypal

You have to select 'Transaction type' - ' Balance affecting'. This will include direct payments from PayPal and credit card or bank account (direct debit) payments.

EXPORTCSVPAYPAL Step 3: Transaction type in Paypal

Then set a 'Date range' you need to download transaction history for.

EXPORTCSVPAYPAL Step 4: Date range in Paypal

And then you need to select a CSV format.

EXPORTCSVPAYPAL Step 5: Format in Paypal

Click on the 'Create Report' button. And then you'll see a new line created here.

EXPORTCSVPAYPAL Step 6: Create Report in Paypal

Click 'Download' to download a CSV file with the Transaction history.

EXPORTCSVPAYPAL Step 7: download a CSV file in Paypal

Extract from PayPal as a CSV file

Paypal used to have easy to access "paypal account history" report, but not anymore. If you need to download your paypal purchases to do your taxes, follow this short tutorial.

Downloading PayPal transactions is not a straightforward option:

Step 1: Open PayPal Reports

When you login into your PayPal Account, click on the Reports button.

Step 1: Open PayPal Reports

Step 2: Select "Activity download" (My Activity history)

Click on the "Activity download" on the left sidebar.

Step 2: Select Activity download

Step 3: Select "Balance affecting" transaction type (purchase history)

You have to select 'Transaction type' - ' Balance affecting'.

Step 3: Select Balance affecting transaction type

Step 4: Set the date range to download transactions

Then set a 'Date range' you need to download transactions for.

Step 4: Sethe date range to download transactions

Step 5: Select the output format as CSV

And then you need to select a CSV format.

Step 5: Select the output format as CSV

Step 6: Create the report and download

Click on the 'Create Report' button. And then you'll see a new line created here.

Step 6: Create the report and download

Step 7: Download the CSV file

Click 'Download' to download a CSV file.

Step 7: Download the CSV file

Use the ProperConvert app to convert your transaction files to required by your accounting software file format.

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