Visit our Etsy shop: GoToGo To Great Panes, Kathryn Maloney ©2010
This post is copyrighted–you do not have permission to repost this content elsewhere but you are welcome to link to it if you’d like to share the information.
Looking for your Paypal fees history or sales tax you collected through Paypal? It’s all in the history download from Paypal!
To download your history:
1. Log in to your Paypal account & hover over the History link, click the Download History link from the pop up menu.
2. On the right there’s a box with links, click Customize Download Fields.
That allows you to control the information you get & how you get it. Be sure to select shipping amount, insurance amount, sales tax and any other information you need. Click save at the bottom of that page.
I like to download it all and save it for my business records.
3. Select Custom Date Range and put in the dates you need records from.
If you have hundreds of transactions during the time frame you select you may have to change the dates and download a few months at a time so the download won’t time out.
4. From the drop down File Types for Download menu select Tab Delimited.
I like the all activity version.
5. At the bottom click the “Download History” button.
6. When download box pops up click to save the file to your computer.
We have a folder where we keep all our business transactions, I save it there, some folks save items to “My Documents”, wherever you’ll be able to find it is fine. I give it a name that reflects the contents and the date range, for example my March 2010 file name will be: PP history 03 10.txt
7. Once you’ve saved the file, go to the folder on your computer where you saved it and change the file extension from .txt to .xls so that Excel can open it and will automatically put all the data in separate columns for you.
To change the extension right click on the file name and select rename, edit it then hit enter (on a Mac, use ctrl + click for the right click):
| From: |
|
PP history 03 10.txt
|
| To: |
|
PP history 03 10.xls |
8. Double-click the file name to open it. All your transaction data should be there now, separated into individual columns.
To add up a column, for example, your sales tax:
9. Click once on the first sales tax collected entry–that selects that box (I’m not sure what the column header is as we can’t use Paypal to accurately collect NY sales tax so our file doesn’t have that column).
10. Hold down the shift key and then hold down the down-arrow key to highlight the cells until you reach the end of the numbers you want to add, then click the down arrow one more time, highlighting one empty box at the end of the column. It should look like this:
11. At the top of the page click the big funny looking E in the menu bar–that will “auto-sum” the column. It will put the total in the empty box you highlighted at the bottom of the column. It should look like this:
12. All added up! In this example the total was $3.75.
This post is copyrighted–you do not have permission to repost this content elsewhere but you are welcome to link to it if you’d like to share the information.
Visit our Etsy shop: GoToGo To Great Panes, Kathryn Maloney ©2010
