Automatic PayPal import not explaining

Problem reported by Aaron Hodges 11 years ago

I've followed the tutorial from https://support.clearbooks.co.uk/support/solutions/folders/33000194725 but when my transactions are imported, they are not automatically explained. I have over 3747 transactions which is a lot to do manually!

3 Replies

Time
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Vanish Patel

477 entries

Hello Aaron,

Please note that the Paypal integration is to pull information from Paypal only. Clearbooks will not automatically generate invoices and bills from those transactions.

You will need to explain them to suppliers and customers.

Hope this helps,

Vanish.

11 years ago

Aaron Hodges

2 entries

Is it possible when importing PayPal transactions to also import customers?

11 years ago

Chris McBride

937 entries

Hi Aaron, Sorry it has taken so long to respond to you. Yes I believe you can. Please see this guide on using PayPal on Clear Books. It should give you all the details you require: https://support.clearbooks.co.uk/support/solutions/folders/33000194725

Many Thanks

Chris

10 years ago

Automatic PayPal import not explaining

3 Replies

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