uploading data from PayPal

Sherry Oppenheim's Avatar

Sherry Oppenheim

01 Oct, 2021 02:11 AM

I had some transactions in PP from 2020. I could not import the 2021 data so I thought it might be in need of an update on the s/w. WRONG! After I did that, all the PP data disappeared and I still cannot import the 2021 data. What is wrong? I am sending you a copy of the January 2021 statement.

  1. Support Staff 1 Posted by Maddy on 01 Oct, 2021 10:32 AM

    Maddy's Avatar

    Hi Sherry,
    Thank you for contacting Moneydance support.

    You could download and install the PayPal Importer extension, available via Extensions-> Manage Extensions. This only works with PayPal Premier or PayPal Business accounts and it won't allow downloads for regular PayPal accounts.

    I believe that PayPal allow you to download transactions in the QIF format. So, you can follow the steps in this article to manually import the QIF file.

    Finally, the statement attached in pdf format. This format is not supported for importing data in Moneydance.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Sherry Oppenhei... on 04 Oct, 2021 11:49 PM

    Sherry Oppenheim's Avatar
    Maddy
    I don't know if I let you know, but with your help and updating the site, I got my PP files to import
    Thanks
    sherry oppenheim
    On 10/01/2021 5:32 AM Maddy <[email blocked]> wrote:
     
     

    // Please reply above this line
    ==================================================

    From: Maddy (Support staff)

    Hi Sherry,
    Thank you for contacting Moneydance support.

    You could download and install the PayPal Importer extension, available via Extensions-> Manage Extensions. This only works with PayPal Premier or PayPal Business accounts and it won't allow downloads for regular PayPal accounts.

    I believe that PayPal allow you to download transactions in the QIF format. So, you can follow the steps in this article to manually import the QIF file.

    Finally, the statement attached in pdf format. This format is not supported for importing data in Moneydance.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

    On Thu, Sep 30 at 07:11 PM PDT, Sherry Oppenheim wrote:

    I had some transactions in PP from 2020. I could not import the 2021 data so I thought it might be in need of an update on the s/w. WRONG! After I did that, all the PP data disappeared and I still cannot import the 2021 data. What is wrong? I am sending you a copy of the January 2021 statement.

    Having trouble reading this? View this discussion online: uploading data from PayPal.

    Reply with #ignore to stop receiving notifications for this discussion.

  3. Support Staff 3 Posted by Maddy on 05 Oct, 2021 08:31 AM

    Maddy's Avatar

    You are welcome, Sherry!
    Thank you for reporting back :) I'm pleased to hear that it worked.
    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  4. Maddy closed this discussion on 05 Oct, 2021 08:31 AM.

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