If you use QuickBooks, go to for instructions on how to download your transaction history directly into QuickBooks. You can download Comma Delimited files as Excel Spreadsheets and Tab Delimited files as. Small logs are downloaded immediately and are not saved. We save the last 3 most recently completed, large History Log files. We will email you when your file is ready to be downloaded. Depending on the server load, download logs can take up to 5 business days to generate. When downloading a large History Log, you may experience a delay. This record usually serves as a basis for a cash reimbursement request for the amounts employees spend while on a particular business duty. All of the columns will be added together and show the total amount in the box under the last fee amount. An expense report is a form that lets you track all business-related costs from employee-incurred expenses to project-specific costs. Go to the top of the spreadsheet and hold the Shift button and then click the first amount in the column.Ĭlick Formulas at the top of the Excel window.Ĭlick AutoSum. (If you uncheck boxes it will allow you to filter out what you do not need.)Ĭlick the box directly below the last fee/ tax/ shipping amount to get the total amount of fees. If you click it there is a drop down with checked boxes. Click the number to highlight the entire row.Ĭlick Data at the top of the Excel window. Here's how to filter an Excel Spreadsheet:Ĭlick the row with all of the subjects ("Date", "Time", "Name", etc.). You can download a report of your transaction activity for up to the past 7 years into PDF, Quicken, QuickBooks, or as a CSV or TAB file. Click the Download icon next to the month you're looking for.To view and download your monthly statements on the web: Choose "Balance affecting" under Transaction type, then your desired date range and file format.Note: Click Activity download if in Classic View. Click Activities and then Activity Report. To view your running balance on the web, run an Activity Report: When the report is ready, click Download.Follow the prompts to create or generate your report.To view and download all reports on the web: For questions about your specific tax situation, please consult a tax professional. Information provided by PayPal is not intended to be and should not be construed as tax advice. Do you have questions about the 2023 IRS federal tax reporting thresholds? You can view information about this change and how it impacts you here.
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