Dext Prepare can check your Paypal account and collect any new Payments and Automatic Payments at 24 hour intervals
Note: this functionality is only available for Business Plus and Business Premium plans, or Streamline and Optimize partner accounts. Find out more about the different Dext Prepare products here.
To connect your Dext Prepare and PayPal accounts:
- Navigate to the Connections section of the sidebar, click on Costs, then PayPal.
- Choose how far back you wish to load transactions from and click the Enable Paypal button.
- You’ll be asked to fill in your Paypal Login credentials to authorize the connection.
- After you’ve connected your Paypal Account, Dext Prepare will display any new and previous transactions in the Costs Inbox. Transactions will be imported every 24 hours.
Note: if you’re an Accountant or Bookkeeper with a subscription to a Dext Prepare Partner Account, you’ll need to instruct your clients to log in to Dext Prepare and connect PayPal themselves.