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since ‎Dec-08-2015
RenaissanceMan9
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Completely frustrated trying to import PayPal tran...

by RenaissanceMan9 Contributor in Reporting Archives
‎Feb-29-2020 11:41 AM
‎Feb-29-2020 11:41 AM
I am at my wit's end trying to get any sort of consistent transaction integration with Quicken/Mac. To start with, the transaction activity format option "Quicken" in the dropdown menu on the PayPal reports download page will NOT import into Quicken. The only way I can get transactions to appear is if I use the Webconnect feature to automatically access my PayPal account. However, that is also completely useless, as the behavior is completely random. Sometimes, not all of the transactions are imported. Other times, NOTHING is imported. Other times, it will import empty status transactions that incorrectly affect the balance showing in Quicken. I really need to be able to import and accurately itemize every PayPal transaction for my business. Have any of you had success integrating these two environments? ... View more
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Need to be able to export email addresses of activ...

by RenaissanceMan9 Contributor in About Business (Archive)
‎Jan-12-2016 06:15 PM
‎Jan-12-2016 06:15 PM
I run an online business that utilizes recurring payments for subscriptions, and I'm in need of more detailed reporting than what is offered currently. For example, one thing I really need to be able to do is export the email addresses of all _active_ subscribers. There is a report option for exporting the list of active subscribers but the information is very limited, and only includes profile ID number, order description, payer name, status, amount last paid, and outstanding balance. Although these are useful details, I am surprised that contact info/email addresses are not an option for inclusion. Is there any way I can gather this info without having to individually access each payer's email address??   Thanks in advance- ... View more

Re: How in the world to sort/filter recurring paym...

by angelleye Advisor in About Business (Archive)
‎Dec-31-2015 03:24 PM
‎Dec-31-2015 03:24 PM
I would recommend setting up an IPN solution that saves all of your recurring profiles and payments into a database of your own.  Then you can build your own basic front-end admin panel to manage those transactions, and you can build in whatever sorting / search functionality you need.     You'll need a developer to build that sort of thing for you, of course.  If you're interested in that sort of thing let me know. ... View more
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