Paypal Integration

Paypal Integration

With the Paypal Integration you can make payments or take receipts from your Paypal account from within the software.


Setting up Paypal Integration in Settings

Setup

In order to integrate Paypal with AccountingSuite™️ you must first have a Paypal account. Set one up at http://paypal.com/. It must be a business account in order to take advantage fully of the integration. Once you have an account you may proceed.
  1. Login to your Paypal account.
  2. Navigate to Settings → Beta Preview → Paypal.
  3. Click the Paypal logo.
  4. Agree to the integration and close the pop-up window.
  5. Indicate the accounts that you'd like to use in the provided fields.

Usage

Making Payments

  1. Ensure that the vendor you are paying has a Paypal address entered on the Company card.
  2. Create a Bill Payment or a Bill.
  3. Click Generate / Payment with and choose Paypal.
  4. Click Save and Close.  The payment will be processed automatically.

Paying a Bill with Paypal

Cash Receipts

Send a Sales Invoice or a Cash Receipt to your customer. In the email that they receive, there is a Make Payment button. When the customer clicks the button, the will be asked for the amount of their payment and then will be presented with choices for payment.  Paypal will be in the list. AccountingSuite™️ will send a Cash Receipt to the customer automatically.


Option for customers to pay with Paypal

    • Related Articles

    • How to Record a Transaction with Paypal

      When you pay with Paypal, sometimes the balance is not enough to cover the entire amount of the transaction. In this case, Paypal will automatically transfer the needed difference from your linked checking account. To record the payment in ...

    • Checkbook.io Integration

      Overview Please read the sections in color below to fully understand the process before you decide to use it. With the checkbook.io integration, you are able to electronically send checks to your vendors and pay bills without having to print out ...

    • Integration Partner Onboarding

      Integration Partner Onboarding AccountingSuite™ is a platform that accountants trust. At AccountingSuite™, our mission is to simplify Accounting and Inventory Management for businesses, but we understand every business is unique. This page describes ...

    • Setting up the Shipstation Integration

      ShipStation centralizes your shipping and the integration with AccountingSuite ™ makes the process seamless. Shipping package information is entered on the Shipment document and pre-paid labels can be printed directly from AccountingSuite™.  ...

    • Printing Shipping Label using the ShipStation Integration

      Printing Shipping Labels for a Shipment On the Sales Order, ensure the Use Shipments checkbox is checked. From the Generate button, choose Shipment. Click the Shipping Tab. Choose a Carrier from the list. Enter values for Ship From, Shipping ...