SimplePort Settings Guide
Use the example SimplePort Settings Guide to review specific QuickBooks Chart of Accounts, Item List and other QB-to-SimplePort mapping requirements to accurately establish your SimplePort Group Settings.
Other Support Info
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SimplePort Settings Guide
When it comes to establishing your own SimplePort group settings, there are no hard rules, as QuickBooks company files have many possible configurations depending on specific business accounting requirements. It is up to the SimplePort user to determine what info should be placed in the SimplePort settings; based on their specific QuickBooks Chart of Accounts, Item List, credit card and bank configurations, shipping, taxes, etc.
The SimplePort BASIC group default settings will work for most businesses, but are not set for all businesses.
For the first-time user we recommend using the SimplePort on-screen help. Carefully read and follow the recommendations and suggestions. Use the How To… links to review detailed FAQ Knowledgebase articles for each field as appropriate. These tools will assist with the parameters needed in the various SimplePort settings. Use settings INFO buttons to display help information for all SimplePort settings. The information will assist you to accurately map your PayPal data to your QuickBooks company file (Chart of Accounts, Item list, Banks, etc.).
Also, review the FAQ - Web Site Glossary to learn and understand the different terms used on the site and in the SimplePort group settings.
To aid SimplePort users, a complete SimplePort User Settings Guide - Example reference document is available (click the SimplePort User Settings Guide - Example link view or download the document). Using the settings guide will help users establish accurate SimplePort settings.
IMPORTANT: Do not attempt a PayPal data import until you have verified all SimplePort settings you are using have the appropriate matching accounts and items in your QuickBooks Chart of Accounts and Item List. If you are unsure of how to establish your SimplePort settings, we can do this for you, just follow the instructions in this linked FAQ article >
Have a Service Rep Create A SimplePort Settings File For You.
The SimplePort User Settings Guide - Example is an Adobe Acrobat (pdf) document and requires the Adobe Acrobat Reader in order to view, save and print. Click here to download and install the Adobe Acrobat Reader if you do not have Adobe Reader installed.
Use the instructions contained in the following FAQs for help establishing your SimplePort settings:
SimplePort BASIC Group Settings
SimplePort TAXES Group Settings
SimplePort SHIPPING Group Settings
SimplePort FUNDS TRANSFERS Group Settings
SimplePort Sales Group Setting
SimplePort MISC Group Settings
These six FAQs explain the settings requirements for each setting in the group.
How To - Download PayPal History File for SimplePort
– explains how to set your preferences for the PayPal Transaction History Log file download for use by SimplePort.
If doing PayPal-to-QuickBooks Inventory Item matching and using the QuickBooks Item List for the functionality it brings to your import, see:
How To - Use the QuickBoooks Item List for Additional Functionality (otherwise, skip this step)
Once the SimplePort settings are completed for all groups, see:
How To - Get QuickBooks File for SimplePort
Backup the QuickBooks Company File, see:
How To - Back Up Your QuickBooks Company File
Import the SimplePort created iif file into QuickBooks, see:
How To - Import SimplePort iif File into QuickBooks
Establishing the permanent SimplePort settings specific to your business might take a few attempts to get right (may require additional accounts in the QuickBooks Chart of Accounts, etc.). When doing the import for the first few times, select a smaller number of transactions until all settings are correctly set. Once the SimplePort preferences are set correctly, the process of downloading the PayPal Transaction File, creating the iif import file (using SimplePort) and the actual QuickBooks import action take, quite literally, seconds to complete.
Be sure to backup the QuickBooks company file before attempting the iif file import. If the import did not do what was expected, restore the company file to the original (pre-import) state, adjust the SimplePort settings accordingly, and as the old adage says, "try, try again".
To restore the QuickBooks company file, see:
How To - Restore Your QuickBooks Company File