Connecting to PayPal

Zoho Books is directly integrated with PayPal - a leading online payment gateway. With this integration, you can:

• Fetch automatic feeds from your PayPal account easily. 
• Track payments you receive in other currencies. This is useful when you transact with clients across the globe.

In this page you will learn:

• Setting up PayPal
• Adding Currencies and Fetching Feeds
• Adding New Currency
• Removing Your Currency
• Deactivating Feeds
• Activating Feeds

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Setting up PayPal

To set up your PayPal acount in Zoho Books:

• Go to the Banking module on the left sidebar.
• Click the Add Bank or Credit Card button in the top right corner of the page. ​
• Select PayPal under popular banks.
  
• Select the account type in Zoho Books to fetch feeds from PayPal: Bank Account or Credit Card.​

Note:
If your PayPal account is credit type, then you need to choose Credit Card.​

• Select Yes, Configure Bank Account for bank type or Yes, Configure Credit Card for credit card type.
  
  
• Click Next.
  
• Enter your credentials to authorize connection between PayPal and Zoho Books.​
  
  

Note:
After signing in, you will receive a message indicating successful integration with Zoho.

• Click Go Back to Zoho.​
  

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Adding Currencies and Fetching Feeds

After you have successfully set up your PayPal account in Zoho Books and are redirected back to your Zoho Books account from PayPal, you will be asked to fill a form where you will be entering the following information:

Fields	Description
Download transaction history from	Date in the past 90 days to import feeds from PayPal. The transaction history for the past 90 days will be fetched by default if no date is specified.​
Currency​	Currencies in PayPal that you wish to track in Zoho Books.
Associate​ Bank Account	Associate your PayPal currencies to an already existing bank account or choose to create a new account for the currency. To add more currencies, click the Add new currency button. After entering the details and click Save.

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Adding New Currency

To add a new PayPal currency:

• Go to the Banking module on the left sidebar.
• Click the Add Bank or Credit Card button on the top right corner of the page. ​
• Select PayPal listed under popular banks.
• Click the Add new currency button on the top right corner of the page.
• Add a currency and associate it to an already existing bank account or create a new account for the currency
• Click Save.

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Removing Your Currency

If you have stopped receiving payments for a particular currency or if you had setup a wrong currency, you can remove that currency feed from PayPal.

Note:
Make sure you deactivate your PayPal feed before removing a currency. Removing all your currencies will remove the PayPal integration.

To remove your currency:

• Go to the Banking module on the left sidebar.
• Click the Add Bank or Credit Card button on the top right corner of the page. ​
• Select PayPal listed under popular banks.
• Click the Remove button next to the currency that you want to remove.
• Click OK.

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Deactivating Feeds

• Go to the Banking module and click the Add Bank or Credit Card button, placed on the top right corner. ​
• Select PayPal listed under popular banks.
• Click the Deactivate feeds button on the top right corner of the window.

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Activating Feeds

In case you have deactivated your feeds, you can reactivate them. There are two ways in which you can do this:

Reactivating feeds directly

• Go to the Banking module on the left sidebar.
• Click the Add Bank or Credit Card button on the top right corner of the page.
• Select PayPal listed under popular banks.
• Click the Activate feeds button on the top right corner of the page.

Note:
In the following add currencies page, you need to associate your currencies to an already existing bank account or choose to create a new account for the currency. You can also add new currencies.

Reactivating feeds by choosing PayPal account

• Go to the Banking module on the left sidebar.
• Select the Zoho Books account which was earlier configured with PayPal.
• Click the Gear icon to its right and click Activate Feeds.
• Select the PayPal account you wish to configure and click Activate Feeds.

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