Connect Merchant Account(s) (PayPal, Square, and/or Stripe) to your MoneyMinder account.
Click the Banking icon in the toolbar.
Click the logo of the account(s) you would like to connect.
Enter the Account details and click Save & Continue.
Click the button that says Click here to authorize your account.
Follow the steps from your merchant account service to complete the link.
Click Close This Window.
Connect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Venmo Integration:
[email protected]
Connect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Square Integration:
[email protected]
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!
*Transaction fees apply for credit card and e-check purchases.
Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal
Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.
Email us to turn on Bank Integration: [email protected]
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Square Integration:
[email protected]
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your PayPal Integration:
[email protected]
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.
There is no additional charge for this integration.
2 Comments
I don’t understand why the PayPal account is not linked. It was linked before I chose the V2 of MoneyMinder. I see that the PayPal account was reconciled 8/31/19 but I can’t import funds. The import icon is not there (link this account is there instead). What do I need to do to link PayPal account to MoneyMinder again?
Hi Crystal,
In the new version of MoneyMinder, importing transactions from PayPal (and Square) is much easier. You no longer have to download reports from PayPal and upload them into MoneyMinder. Now, you’ll link your PayPal account so you see each transaction as they are processed by PayPal. You’ll have to do a one-time setup to make this happen.
Click on Banking > Add Merchant Account > Click on PayPal > Click Save & Continue > Click here to authorize your PayPal Account > enter your PayPal login credentials.
Let me know if you have any trouble with that.
Cyndi