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since ‎Oct-26-2023
Lolo07
Lolo07
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Re: How to export credit card activity to Excel/CS...

by Lolo07 in Reporting
‎Oct-26-2023 08:55 PM
‎Oct-26-2023 08:55 PM
@mkrawats @koch5001   See my reply above.  ... View more

Re: How to export credit card activity to Excel/CS...

by Lolo07 in Reporting
‎Oct-26-2023 08:54 PM
1 Kudo
‎Oct-26-2023 08:54 PM
1 Kudo
I spent hours searching for instructions on how to do this and never did find them. (In fact, my search landed me on this post a few times which was also unhelpful.) However, I finally decided I was just going to MANUALLY copy and paste EVERY transaction into a spreadsheet so that I could import them into my accounting software. Insane, I know, but PayPal had zero instructions on this and I was desperate. While doing this (the tedious copy/paste method).. I stumbled upon the answer we've all been looking for. Here are the steps: Login to PayPal Credit Hover over "Activity" on the main menu at the top of the page.  Click "Transactions" Scroll to the very bottom of the page until you see "load next statement period".  To the RIGHT of "load next statement period" you will see an hyperlink that says "Export".  Click "Export" A window will pop up that allows you to select the statement period you want to download / export.  Select the statement period from the top drop down.  Select the format you want from the second drop down. (As of Oct 2023 the options available are: Quicken, Quicken Books, Microsoft Money, & CSV/Excel) Click "Begin Export" The file will automatically download.  Save the file to your computer.  All done. You're welcome. 😊 Hope this saves someone else hours of their life.  ... View more
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