Can I Download PayPal Transactions into Quicken?

Downloading transactions from PayPal into Quicken can be done

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Quicken 2008 and later versions support automatic PayPal downloads. These downloads used to be troublesome, but now should happen smoothly.

Adding a PayPal Account to Quicken

Follow these steps to add a PayPal account to Quicken:

  1. Click Add an Account, located at the bottom of the Account Bar.
  2. Click Checking.
  3. Enter "PayPal" as the financial institution name.
  4. Enter your account login name and password.

Downloading Transactions from PayPal

To download transactions from PayPal to Quicken you will need to download the Quicken file in the QIF format, and then you must import that file into the correct cash account in Quicken.

However, locating the transaction history in PayPal may prove difficult as PayPal has changed the design of their website. The easiest way to find your transaction history is to go to the PayPal classic site. This will take you to the History page.

  1. Click on More and the dropdown arrow located on the far right of the All Activity section. 
  2. From the dropdown menu, select Download History.
  3. You have two options for downloading a transaction history:

    OPTION 1: Click the radio button for "Custom Date Range." Specify the date range for the transactions you want to download. 

    Click the File Types for Download dropdown menu and select Quicken (.qif)

    OPTION 2: Click the radio button for "Last Download to Present." This downloads all transactions since you last downloaded PayPal history. If this is the first time using this option, the last download start date will default to a week prior to the current date. 

    Click the File Types for Download dropdown menu and select Quicken (.qif)
  1. Click the Download History button in the lower right of the window. Select your desktop as the save location for the QIF file for easy access. The file name is Download.qif by default, but you may change the file name if you wish. You can delete this file after you import the data from it.

    If you see a message that says the QIF file is for use with Microsoft Money, ignore it.
  1. Click on Save to download the PayPal transaction history file to your computer.

Importing PayPal Transactions History into Quicken

Now that you have downloaded your PayPal transactions, follow these steps to import the transactions into Quicken.

  1. From the account bar or account list in Quicken, select the account into which you want to import the downloaded transactions.
  2. Click File in the menu. Select Import and then QIF file. The "QIF Import" window will open.
  3. Click Browse and navigate to your desktop and select the downloaded PayPal history transactions QIF file. 
  4. Click OK.
  5. Ensure that the box next to "Quicken account to import into:" is set to your PayPal account.
  6. For "Include in import," select Transactions. You may also select any of the other options as well:
    Memorized Payees: include items from the Memorized Payee List.
    Account List: include items from the Account List.
    Special handling for transfers: if you've exported to several QIF files from a number of Quicken accounts in the same file and are using Import to re-create all the transactions by importing from several QIF files. This choice prevents duplicate transfer transactions when you import data from both the to and from accounts involved with transfers.
    Category List - include items from the Category List.
    Security Lists - include items from the Security List and the Security Prices List.
    - If you've purchased Quicken Home & Business, select the Business Lists check box to include items from the Invoice Items List and the Business Templates List.
  1. Click Next to complete the import. Transactions will now be imported into your PayPal account in Quicken. You can delete the QIF file from your desktop.

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