Once you have setup a Paypal bank account and linked this to your Paypal account, you can use our guide linked here, to import statements directly from Paypal.

Step 1.


Navigate to Money > Bank accounts. Click on the Add Account button.


Bank accounts

Step 2. 


Click the plus icon next to Internet payments to create a Paypal account in Clear Books.


internet payments

Step 3.


Configure the bank account as shown below. Select payment provider as Paypal, bank group to New Bank and set the default currency to your Paypal account's currency. Select whether to attempt automatic imports and also enable an option to include a Paypal payment button on statements.


IMPORTANT the email account must be set to the email address of the Paypal account you intend to import from. Once this has been done hit the Save button. You will then be sent a verification request email which you must verify before you begin importing.


paypal account details


Technical support is available from Monday to Friday, 9 - 5.


How to contact support within Clear Books


We also welcome you to visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.