In this guide, you will learn how to connect your QuickBooks Online company to PayPal via Synder. Once you finish your settings, the app will start receiving your PayPal transactions and import data with all necessary details in QuickBooks. Follow easy steps in the helpful guide, and enjoy seamless synchronization.

Overview:

  1. Start connection from the scratch

  2. Connect PayPal to already existing account

  3. One-click setup (preferred)

Start connection from the scratch

If this is your first integration with Synder you would need to connect your QuickBooks company first. There are 2 ways you can log into the app so 2 ways Quickbooks can be connected to the app.

1. If you log in through QuickBooks Online go to the Apps tab on the left menu bar – – > Find app – – > Synder – – > click on the app and you will be redirected to the app’s page – – > click on the Get app now button – – > Install

Account in the app will be created as well as an organization for this Quickbooks company. Learn more about organizations in this guide [click here].

2. If you create an account in the app directly from the Synder website.

Create Organization where QuickBooks Online and related payment platforms will be located

Select “Connect to QuickBooks” – – > grant the permission

Once QuickBooks is connected you will be on the step 3 to connect Payment Platform

Connect PayPal to already existing account

Now you are on Step 3 where you can Connect payment platform.  If you already have your accounting company connected and you want to access this page follow the steps below:

1. Select Organization needed at the top right
2. Go to Settings on the left menu
3. Click on the Add payment platform button

4. Select PayPal from the dropdown – – > click on the Connect button

After pressing on you will be redirected to the PayPal homepage to grant your permission.

After granting your permission, you will be redirected back to the app. 

One-click setup (preferred)

Now you have an option to go for the quick set-up option. 

1 – I’m ok to start  – Most of the users prefer this set of configurations for syncing their online transactions. You can adjust the most important ones right in this tab and click I’m ok to start and return to settings after if that will be needed.

The app will create a “PayPal Bank Account” in your QuickBooks Online, it is a clearing account to store all your sales and fees in one place. Once PayPal transfers the money to the bank, Synder will also record a transfer from the clearing account to your checking account in your QuickBooks Online for easy reconciliation. Make sure you enabled Payouts and specified there your checking account, then the app will do the bookkeeping for you in full.

2 – Go-step-by-step – You can choose Go-step-by-step and go through detailed configuration. Please check out how to customize PayPal settings in this guide for more detailed synchronization.

“Go step-by-step” button to go through the whole setup
Congratulations! Your account is set and ready to import and sync.

* Learn more about our recommended setup in Synder setup guide.


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Comments

  1. Andria

    Hi, I am a QuickBooks Proadvisor and I have a lot of customers who sell things online through PayPal & Shopify but need their specific products and services they sell imported into QuickBooks from the PayPal receipt of Shopify receipt. Can Synder help with posting individual products and qty’s on each invoice in QBO?

  2. Polly Sidoruk

    Hello Andria, welcome to Synder community!
    Yes, Synder will transfer quantities along with item names from PayPal into QuickBooks of your clients during the synchronization, so the inventory of your clients should be managed correctly. However, you need to make sure of the following to make the app will work properly for your clients:
    1) Make sure Shopify really transfers item names to PayPal (Synder will take data from PayPal, not Shopify)
    2) Make sure your clients’ QuickBookses have inventory items set up with item names totally identical to PayPal item names (then the app will be able to easily find items needed and apply transactions with quantities to them)
    Note: if your clients don’t have inventory items set up in their QuickBooks companies yet we recommend to export items from PayPal into excel and upload items into QuickBooks with correct starting quantities. After this the app will manage inventory 100% correctly.
    Thank you! Let us know if something is still unclear

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