How to Convert PayPal Downloads to Quicken
With software changes in Quicken some financial files can no longer be directly imported into the program. One of the financial services affected by this change is PayPal. It is still possible to get your PayPal information into Quicken. You will need to make some preparations in Quicken and import from PayPal in a specific format. It is not a one step process, but it is easily accomplished.
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Instructions
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Create a cash flow/cash account file in the Quicken account list in order to import the PayPal file. Create the file following directions in the Quicken program, naming it PayPal or another distinctive name.
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2
Log-in to the PayPal account and navigate to the "History" tab. Place the cursor on the upper right "MORE" drop down. Mouse down and select "Download History."
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Open the drop down menu that allows you to select the type of file format you wish to use, which is below the date windows.
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Mouse down to the "Quicken QIF" selection. Your download window will pop up and allow you to name the file and select where you wish to save it. Use a name and location that is easy to remember while ignoring any messages regarding QIF and Microsoft Money.
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Save the file and exit PayPal.
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Start your Quicken program and navigate to the account list. Open the Cash Flow/Cash Account that was set up previously. Mouse over and open the "File/Import/QIF option."
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Navigate to the PayPal account that was downloaded, select the file and click on "OK" when the QIF import window opens. Be sure that the box next to the import to option is the PayPal account.
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Select "Transactions" or any of the other options that are presented when the "Include in import" option appears. You must select at least one for the file to be useful. Select Next to complete the import.
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Tips & Warnings
As with any on-line transaction be sure you have adequate security measures active on your computer.
