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How to Connect PayPal to Bookkeep

Bookkeep allows you to connect PayPal to automate your financial processes. Follow these steps to connect PayPal to Bookkeep:

Step-by-Step Setup Process​

Step 1: Sign in to Bookkeep​

Visit the "Connections" page within app.bookkeep.com and sign in.

Step 2: Find PayPal​

Select the "Add an app" button and manually type "paypal" into the search field, then select PayPal from the list.

Search for PayPal in the app connection field

Step 3: Connect PayPal​

Once selected, the PayPal integration will present you with the option to "Connect Now" via log-in credentials in a new browser tab. Alternatively, click "Ask Owner to Connect" to have a link emailed to the business owner that will enable them to connect PayPal on your behalf.

Options to connect PayPal: Connect Now or Ask Owner to Connect

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For more information on sending owner invitations, please review our knowledge base article.

Step 4: Log in to PayPal​

Assuming you have the owner-level login information for your PayPal account, click "Connect Now" to log in.

Click Connect Now to log into your PayPal account

Step 5: Confirm Connection​

After authentication, the PayPal connection will appear on your Connections page, ready for field mapping.

PayPal successfully connected in Bookkeep

Step 6: Set and Confirm PayPal Timezone​

The easiest way to confirm your PayPal account's timezone is to download a monthly statement from your PayPal dashboard in .csv format, which displays the timezone in column "C" (statements in .pdf format do not display this information).

Confirm the timezone in your PayPal account using the .csv statement

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PayPal's default timezone is PST. If you have changed this in PayPal, update the timezone in Bookkeep under PayPal setting (Configure) to match your timezone in PayPal.

Set the timezone in Bookkeep to match your PayPal timezone

If you have any questions, please contact [email protected].