PayPal to Quicken Do Any of These Apply to You? • Do you use for your business and need to load your transactions into Quicken? • Do you need more than 90 days worth of transactions?
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• Do you need email addresses or other info from your PayPal transactions loaded into your Quicken register? • Would you like to automatically split the PayPal transaction into income and expense categories? MoneyThumb offers two alternatives for improved PayPal import – If you are importing PayPal transactions only once, then CSV2QIF is slightly simpler. It can perform the automatic generation of split transactions.
Quicken for Mac Conversion Instructions Web Connect to Direct Connect for Personal Online Banking Users Introduction As Plaza Bank completes its system conversion to Pacific Premier Bank, you will need to modify your Quicken settings to ensure the smooth transition of your data. Hi, I just came on board here due to the total lack of knowledge and cooperation of PayPal itself. I used to download all my PayPal transactions to Quicken Home and Business 2008, when it suddenly stopped working on October 1, 2009. If you use PayPal to conduct transactions, you can transfer the historical data from your PayPal account into the Quicken Home financial software. Select your PayPal account in the Quicken Account to Import Into list. Add any additional information you want to bring into Quicken, using the Include in Import options. Click Next to complete the import.
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QFX does not support splits or categories. – If you are merging with an existing Quicken account or intend to import PayPal transactions into Quicken on a regular basis and want to avoid duplicate transactions, then you should use CSV2QFX. You can import an unlimited history of PayPal transactions into Quicken quickly and easily using either. And you can control which information is loaded into the Quicken Payee and Memo fields. Additionally, can automatically generate Quicken split transactions from the PayPal downloaded file. 
PayPal to Quicken Tutorial. How to import PayPal into Quicken with CSV2QIF 1. Download your PayPal transactions to a CSV file on your computer, If you are not familiar with that, the procedure for doing so is at the end of this page. Give the file a name such as paypal.csv. Install and run 3.
Select the Convert menu, and browse to the downloaded PayPal file from the previous step. Select the file, and then Select Open. This will run the CSV2QIF Convert, and create a QIF file, in this example called paypal.qif 5. Run the Quicken program. Select File, then from the pull-down menu select File Import, and then QIF File This will bring up a dialog window. Select the following options in the dialog: In the box for Location of QIF file, select Browse and browse to the QIF just created i.e. In the box for Quicken Account to import into, select the pull-down and select.
Selecting an individual account will not work. Ignore the warning about not being able to import checking, savings, or credit cards etc. The QIF files created by CSV2QIF contain the account name in a format that Quicken does read. At the bottom of the dialog, select the Transactions check box, and unselect all the other check boxes. Select Import to import the transactions into Quicken. You will get various prompts from Quicken depending on whether the account already exists, and whether it is currently the active account. You may also be prompted to allow Quicken to create new categories.
Confirm that you want to import the transactions 9. From the Quicken account list, select the account, i.e. The transactions imported from PayPal will be in a temporary register at the bottom of the screen. Select Accept All (at the lower right) to accept all the imported transactions.
Or select individual transaction to accept or delete. Procedure to Create a PayPal CSV file • Login into your PayPal account. 
Microsoft office for mac free. Note that this procedure is written for the ‘new PayPal experience’ user interface on the PayPal web site, not the ‘classic’. • Select Reports from the top menu bar • Select Activity Download from the left menu, as seen below: • Choose the Transaction type download type as either Balance affecting or Completed payments. Balance Affecting Payments will include refunds and disputed payments in addition to Completed Payments. • Select Create Report on the right side. When the report is reading, save the file on your computer, for example as paypal download.csv. In our example the downloaded.csv file looks like this when viewed in Excel (there are many more columns to the right, which are not visible here).