cancel
Showing results for 
Search instead for 
Did you mean: 

What report should I give to my Accountant

GailVS
Contributor

What report should I give to my Accountant

I gave my PayPal activity report to my accountant and I had to go through each transaction and tell him what it was for. Is there a better report to give my accountant than the activity report and does PayPal let me customize each transaction with it's own label? He wants me to create a spreadsheet of all my activity in PayPal so it won't be so labor intensive for him. But that seems like a lot of work for me. I am hoping there is a way to make categories for each activity I do in PayPal. I hope this makes sense. 

1 REPLY 1
PayPal_Cristina
Moderator

Re: What report should I give to my Accountant

Hi GailVS,

 

Thank you for your post and welcome to our Community Help Forum!

 

I understand your concerns.Here's how to quickly download your transaction history:

  1. Log in to your PayPal account.
  2. Click Activity at the top of the page. Here you can see all of your account activity, a specific transaction, or your most recent activity.
  3. To download the history, click Statements.
  4. Choose a statement type: "Custom", "Standard", or "Tax docs".
  5. Select the transaction details you'd like to see.
  6. Click Create Report or Download.

I hope this helps.

 

Cristina