How to Link Merchant Accounts (PayPal, Square, Stripe)
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To import transactions from PayPal, Square, or Stripe into MoneyMinder, you’ll first need to link your merchant account.
NOTE: MoneyMinder only connects directly to PayPal, Square, or Stripe accounts. It does not connect through 3rd party point of sale applications.
Click Banking in the sidebar.
Click the merchant service you want to connect by clicking its logo.
On the setup screen, verify the account details and enter the statement balance at the beginning of your financial year. Then, click Save & Continue.
Click the Click here to authorize your account button.
You’ll be guided through the authorization process. Sign in to your merchant account and follow the steps to complete the link.
When the authorization is complete, click Save.
Your merchant account is now connected, and you’re ready to begin importing transactions.
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