Import Transactions from PayPal
We added a sample template for use with the PayPal.com. Below is the structure of the transaction information. Usually you download it not as XML but as CSV.
   <Date>4/12/2005</Date>
  <Time>11:40:30</Time>
  <TimeZone>PDT</TimeZone>
  <Name>John Doe</Name>
  <Type>Web Accept Payment Received</Type>
  <Status>Completed</Status>
  <Subject>QEmail Standard Edition</Subject>
  <Gross>49.50</Gross>
  <Fee>-1.74</Fee>
  <Net>47.76</Net>
  <Note />
  <FromEmailAddress>johndoe@yahoo.net</FromEmailAddress>
  <ToEmailAddress>myself@paypal.com</ToEmailAddress>
  <TransactionID>3S080210UX241235J</TransactionID>
  <PaymentType>Instant</PaymentType>
  <CounterpartyStatus>Verified</CounterpartyStatus>
  <ShippingAddress />
  <AddressStatus />
  <ItemTitle>QEmail Standard Edition</ItemTitle>
  <ItemID>3</ItemID>
  <ShippingandHandlingAmount>0.00</ShippingandHandlingAmount>
  <InsuranceAmount />
  <SalesTax>0.00</SalesTax>
  <Option1Name />
  <Option1Value />
  <Option2Name />
  <Option2Value />
  <AuctionSite />
  <BuyerID />
  <ItemURL />
  <ClosingDate />
  <ReferenceTxnID />
  <InvoiceNumber />
  <SubscriptionNumber />
  <CustomNumber>131xxA5-QByy-3a4</CustomNumber>
  <Quantity>1</Quantity>
  <ReceiptID />
  <ContactPhoneNumber />

The corresponding template is located in our samples. We implemented the following specifics:

  • The template first adds the customer and then attaches a sales receipt to that customer. If the customer is already defined in QuickBooks, we issue a warning and attach the sales receipt to that customer.
  • For the customer we just use name and email only.
  • As item 'Uncategorized Item' is used, because Item Title has an item description, but no item reference yet. We also used 'Uncategorized Item' for shipping expenses. So, please either make sure that you have added 'Uncategorized Item' to your QuickBooks item list or just change the template to the items you use. May be it is an option to use ItemID as item reference.