You can connect your PayPal account to Dext to automatically collect new payments and automatic payments. Dext checks your PayPal account every 24 hours and imports any new transactions straight into your Costs inbox.
Important:
The PayPal integration is available only for Costs items.
Dext creates PayPal documents using the transaction data provided by PayPal. It doesn’t access or import the original invoice or receipt.
If you’re an accountant or bookkeeper using a Dext Practice account, your clients must log in and connect their own PayPal accounts. You can’t connect or manage it for them.
How to connect your PayPal account to Dext
Follow these steps to connect your PayPal and Dext accounts:
Go to Business settings in the sidebar, then select Connections.
Under Cost Connections, click Connect.
3. Choose the PayPal tab.
4. Select how often you want Dext to load transactions from PayPal.
5. Click Enable PayPal.
6. Sign in to your PayPal account when prompted to authorise the connection.
Once connected, Dext will start importing both new and past PayPal transactions into your Costs inbox every 24 hours.
How to disconnect your PayPal account
If you need to stop importing new PayPal transactions, you can disable the integration at any time.
To disable:
Go to Business settings, then Connections.
In the Cost Connections section, click Manage next to PayPal.
Click Disable PayPal integration.
After disabling:
Dext will stop pulling new transactions from PayPal.
Any existing PayPal items already imported into your Costs inbox will remain unaffected.
Filtering your Costs inbox for PayPal submissions
You can use the Advanced search tool in your Costs inbox or Archive to filter and view only items submitted via PayPal.
Go to your Costs inbox or Archive.
Click Advanced from the toolbar.
In the Submission method dropdown, choose Via PayPal.
This filter helps you quickly review and manage all costs submitted through your PayPal connection.
