Importing Paypal statements, do I have to explain each transaction or can it be done in bulk?

Problem reported by Louise Wright 11 years ago

I need to be able to import my paypal statements and this is around 100 transactions a day. Do I have to explain each individual transaction or is there a way to do this in bulk without doing them individually?

I am in the middle of the trial period and this will have a big factor in whether I keep using the software as we need to be able to record Paypal transactions.

Hope someone can help?

1 Reply

Hi Louise,

We do have a mass update option which will explain transactions in bulk. However the issue with this is that on imported Paypal statement the paypal transaction fees are lost when performing a mass update. The development team are aware of this issue and will be resolving this as soon as they can.

http://www.clearbooks.co.uk/support/guides/explain/mass-update/

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