How to Export PayPal Transaction Details For Accounting Purposes

Is your CA asking you for your PayPal statement?

If not, you should consider how good of an accountant they really are.

Unlike the old days, PayPal transactions are now necessary for proper accounting & only a few chartered accounting firms asks their clients for PayPal transaction details.

If you are not being asked for the same, you should ask your CA to use your PayPal record for accounting purposes. This is crucial when you are earning more than 10 million INR (1 Crore) in a financial year. If you are looking for an Indian accounting firm, I can vouch for this one.

Back to the main topic:

In this post, you will learn how to export your transaction details on PayPal in .csv or .xlxs format.

Use transaction finder to export PayPal statement:

PayPal has recently launched their new UI & it’s got a modern design. The only problem is old PayPal users like you & me need to get used to this new interface. Simply follow the steps shown below & you will be able to export your PayPal transaction details.

  • Log in to your PayPal account
  • Click on “Reports” at the top
  • Click on “Transactions” & click on “Transaction finder”
  • In the date range, specify the date for which you need to export the details

Export Paypal transaction details
  • Save

Note: The allowed date range is 90 days.

You can also use filters like transaction types or currency to further refine your search.

Click on “Search” & results will be shown on the same page. Just select the option on the right to export the data in any format you desire.

Export Paypal transaction
  • Save

That’s it! The download will happen instantly.

Even if you don’t use it for your accounting purposes, the year-end audit will help you to find which monetization technique is working out best for you & help you to plan your strategies accordingly.

Here are a few more PayPal articles that you should read:

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Authored By
A Blogger, Author and a speaker! Harsh Agrawal is recognized as a leader in digital marketing and FinTech space. Fountainhead of ShoutMeLoud, and a Speaker at ASW, Hero Mindmine, Inorbit, IBM, India blockchain summit. Also, an award-winning blogger.

15 thoughts on “How to Export PayPal Transaction Details For Accounting Purposes”

  1. I had created paypal account but could use it. And $1 deducted from my account. Is any charges to create paypal account ?

  2. I have a query, Harsh. When a person (most probably bloggers) should start paying income tax in India.? Apart from Paypal transactions, I’m getting payments through direct bank transfer too. I don’t know anything regarding this and I hope most people have queries regarding it.

    When did you started paying income tax and tell me the legal way to do it.

    Thanks in advance

    Mohanraj S

  3. Hi Harsh
    Thanks for this amazing post on Paypal.Paypal is Best Online Way of transaction.
    Thanks for sharing this helpful post with us.

  4. Raaja Anandhan

    I am not earning much to pay income tax, may be this will use in future. Thanks for share harsh.

  5. Good post harsh, recently i have also exported my PayPal transaction to give it to CA for tax counting, this is useful post.

  6. Harsh my comment is not about paypal. Recently Tranferwsie payments are gaining popularity. Their fees are very cheap compared to PayPal. It would be helpful if you write a detailed post about it. I have not tested their service but I see a lot of positive reviews about them.

    1. Harsh Agrawal

      @Mukundan
      Thanks for introducing to Transferwise. It looks pretty solid solution. Let me try sending money to few of my freelancer using this & will share reviews in coming days.

  7. Harsh, what a timely post!
    I have been wondering how can I do this..using paypal for long and didnt think of it. Time to export my paypal not really to submit to any CA but for future auditing

  8. From the income tax point of view, it is important to give proper “Purpose Code” when withdrawing money from Paypal to Indian Bank account. Most bloggers simply select “Other information services” or “Software Consulting”. Even the official Paypal says “In accordance with Indian regulations, selecting a purpose for your transactions (i.e. purpose code) is essential. By choosing a purpose code, you help the regulators in identifying the exact nature of your cross-border transaction”

  9. shyam kushwaha

    i was always thinking that how people use pay-pal for doings account transactions now after reading this post all my queries are solved and i found myself at correct place.
    thank you for this and yes your content is awesome

  10. Hello Harsh
    I am very impressed with the easy to follow step by step guide. no doubt this hit the point and makes accountability less stressfull with Paypal payment

    Thanks for sharing the insightful post.

  11. Hi Harsh,

    Thanks For Sharing Awsome Post on Paypal.

    Paypal is Best Way Of Online Transactions..

    Do You Know how To Get Paypal in Pakistan?

  12. Hello sir. Thank you for this post. I was unaware of this. And I am opening my company so this will be useful ๐Ÿ˜€ Thanks a lot

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