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How do I get PayPal to show my running balance?

22 October 2013 No Comment

Part of our records collection process asks businesses with PayPal accounts to prepare a clear concise statement in the same way that your High St bank gives you a statement. The problem is that PayPal doesn’t make it easy. What they give you (by default) is an activity report and not a bank statement. The activity report normally has duplicate entries  for the same transaction and it’s impossible to work with!

Here’s how we do it. Please prepare a statement for each currency for the period you’re working on. When  the PDFs are ready, please add them to the Pending/Bank folder on DropBox. Thanks.

 

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