Integration
PayPal in IDA: post incoming payments properly
PayPal transactions arrive bundled and with fees. IDA runs them like an account of their own: every payment, every fee, every payout - matchable to a document.
What IDA reads from PayPal
- Payments and refunds
- Fees
- Payouts to the bank account
What IDA does with it
- Payments can be matched to documents instead of vanishing into a lump posting
- Fees appear as their own item in the reports
Who it is for
Businesses using PayPal in the shop or on invoices.
Setup: Store API access, define the clearing account.
Every integration in IDA has its own switch. Turn it off and it disappears completely - including the columns, filters and reports that belong to it. You only see what you actually use.
Vendor website: PayPal. PayPal is a trademark of its respective owner; IDA connects to the system technically, which implies no partnership.
Related
- Stripe - Shop & payments
- WooCommerce - Shop & payments
Questions about the PayPal integration
Do I need a separate ledger account for this?
Yes, a clearing account. That is exactly what keeps the payment at the provider and the money at the bank cleanly apart.
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