How to Link Merchant Accounts (PayPal, Square, Stripe, Zeffy)
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To import transactions from PayPal, Square, Stripe, or Zeffy into MoneyMinder, you’ll first need to link the 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 account you want to connect by clicking its logo.
Note: Venmo can no longer be connected. Follow these instructions to import from Venmo.
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.