August 23, 2016

Xero Pointer #11- Integrating Paypal with Xero

Xero Pointer #11 - Integrating Paypal with Xero

Keeping on top of your cashflow means managing the money going out of your business every bit as much as the money coming in.

Did you know you can add your Paypal account into Xero? It only takes a minute to do - and if you have a Business or Premier account, it means youll be able to set up an automatic feed that pulls your Paypal payments data straight into Xero with no manual effort.

To add your Paypal account, log into Xero and go to the bank accountspage under the general accountstab. Youll see an option to Add bank account, from which you can search or select Paypal.

If you only have a regular Paypal account, not Business or Premier, you wont be able to set up an automatic data feed - but its still worth integrating. Youll be able to import your Paypal statements into Xero in CSV format, allowing you to quickly and easily reconcile the account.

To find out how to do it, just take a look at the tutorial video below:


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Read some of our earlier XERO POINTERS:

#10

#9

#8

 

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