How to Get Paypal Statement

how to get Paypal statement
In this article, I will take you through the two different simple ways how to get Paypal to get statement transaction data.

Would you like to know how to get Paypal statement? In this article, I will show you the simple steps of how to achieve this.

As you are aware, having access to all of the company’s bank statements for bank reconciliation is one of the most crucial criteria for successfully carrying out your accounting.

Learn how much money you spend at online retailers, how much you give to charities, and how much you spend on family and friends by getting an interesting analysis of your transaction data.

All this is possible through Paypal.

How to get PayPal statement

Method 1. How to get PayPal statement for monthly accounting

Step 1 Launch Paypal App and select “Activity” from the menu.An image of activity button

Step 2. Click on the “Statements” button on the right.

An image of the Statement icon
Step 3: Select “Quick reports” from the menu.

An image of the Quick report option
Step 4: “Monthly” and “Custom” are the available options. Tap “Monthly” to begin.

An image of Monthly option
Step 5: We require the reports from the prior month (in PDF and CSV) for your monthly accounting.
Step 6: At the right are two “Request” buttons.  One is for the CSV report and the other is for the PDF report; Tap on both.
Step 7. The buttons will turn into “In progress” indicators. This will eventually switch to “Download” after a while.

8. Then Click on download to obtain the PDF and CSV reports now.

Method 2. My PayPal account statement for annual accounting

You will adhere to the same procedure we outlined previously to obtain the reports for your yearly report. But there will be a change in the Quick report. Under the Activity section. Choose “Custom” this time.

Step 1 Launch Paypal App and select “Activity” from the menu.

Step 2. Click on the “Statements” button on the right.

Step 3: Select “Quick reports” from the menu.

Step 4. “Monthly” and “Custom” are the available options. Tap “Custom” to begin.

This differs from the monthly Paypal account statement where you choose the Monthly.

how to get Paypal statement

Step 5. In the “Date Range” area of the “Create custom statement” screen, select the year that corresponds to the annual report that is now being prepared.

Step 6. Tap “Create Report”.

Step 7. It will say “Thanks, we are processing your report request” on screen. After some time, a row with the buttons “PDF” and “CSV” will show up.

Step 8. The CSV button will have the status “Request” in it. Clicking on it will cause the PDF and CSV reports to be generated.

Step 9. The “In progress” text will replace the CSV button.

However, it will eventually go back to “Download” again. To download the reports in PDF and CSV formats, click on both icons.

how to get Paypal statement

Conclusion

For effective money management and transaction tracking, you must comprehend how PayPal transactions appear on a bank statement.

In this article, we show how to get PayPal statement in a few simple steps, and in less than a minute.