How To - Download PayPal Transaction File for SimplePort Top :
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These steps will guide you through logging onto the SimplePort site, accessing your PayPal Merchant Account, establishing your one-time only customized PayPal Download History data and downloading your PayPal Transaction History log file for use by SimplePort.
Use these Links to access specific sections of this FAQ:
Use this link to access the PayPal registered user login web page and be automatically directed to the Download History page without going through the SimplePort Process page (save it as a FAVORITE in your browser)
To download your PayPal Transaction History Log file in the proper format for SimplePort:
1 - From the Download History page click the Custom Date Range radio button
2 - Enter From and To date ranges
IMPORTANT NOTE: Setting the ending date as the current date in your PayPal History File download may cause duplicate transaction data import. To avoid duplicate transactions being imported into QuickBooks, set the ending date to the previous day. For example: if today is the 18th of the month set your ending date to the 17th, this will insure any new transactions processed on the 18th will be included in your next download.
3- Choose Tab Delimited - All Activity from the File Types for download selection list
4 - Check the Include Shopping Cart details box
5 - Click Download History button
If you have large amounts of data to download or the PayPal servers are busy you may see the following display
6 - Click the Continue button
The My Account page will be displayed (at this point you can wait a few moments before proceeding or log out and come back to PayPal once you have received the email confirmation for your download file)
1 - From the My Account page chose Download History from the History tab selection list
The Download History page is displayed
2 - Under the Download History Table click Recently Downloaded Logs are now available link
The Download Recent Logs page is displayed
3 - Click the radio button next to the log you wish to download
4 - Click the Download Log button
The following steps are based on the Microsoft Internet Explorer browser, other browsers may provide a different interface for saving files to your computer.
After step four (above) a File Download dialog window is displayed
1 - Click the Save button
As Save As dialog window is displayed
2 - In the Save In field, select the folder where you will save the PayPal download file
3 - In the File name field, enter the file name you want to assign to this file (PayPal default is Download.txt)
Suggestion: Call the directory where you keep your PayPal History Files something that is easy to remember, like PPDL History. Use a standard naming convention for the history files that makes sense to you for future reference, for instance try a name like: PPDL-030106-040106. Where PP means PayPal, DL means Down Load followed by the date range (start and end) of the reporting period. Now you know you have a PayPal Download History File for the 03/01/06 to0 4/01/06 reporting period. Use the same naming convention for every PayPal History File so you’ll always know (at a glance) your PayPal History Files reporting periods.
4 - Verify the Save as type is set to Text Document
5 - Click the Save button
A Download Progress dialog window maybe displayed
A Download Complete dialog window is displayed
6 - Click Close button
Log Out of the PayPalsite
Your PayPal Transaction History Log File has now been downloaded and is ready for use by SimplePort.
