Getting to know your PayPal business account

Sep 16 2019 | PayPal editorial staff | 4 min read

Whether you’re new to PayPal or have been with us for a while, it’s worthwhile taking some time to get to know your PayPal business account.
When you first log in, it can be hard to decide what to explore first. This quick overview is designed to take you through the what, where and why so you can manage your PayPal payments and information quickly and easily.
 

Your summary

When you first log in, you’ll land on your summary page. This screen is an account overview, giving you a quick snapshot of what’s going on.
Summary
  1. 1 Up here is your menu. Click Summary to get back to this page, no matter where you are in your account.
     
  2. 2 We start with your money. This module shows your current account balances. Withdraw or add money, or convert currency with the links.
     
  3. 3 On the left, we have key services that you’ll want to explore and set up to optimise your business and sales. These modules may change based on new releases and solutions we feel you’ll find valuable, so keep a look out.
     
  4. 4 More gives you quick access to your customer information, the Resolution Centre and your business setup.
     
  5. 5 On the top right, there’s your notifications. Keep an eye out and action these as soon as you can to stay on top of business.
     
  6. 6 All your profile and settings information can be found by clicking the cog.
     
  7. 7 The right of the screen is dedicated to your recent transactions. Smart filters help you find the transactions that require action. Click on any transaction to see the details.
 

Money

The money screen gives you control of your money and greater insight into your balances.
Money
  1. 1 The money tab gives you an overview of your balances. You’ll see both available funds and any in reserve.
     
  2. 2 You can transfer money to your linked bank account.
     
  3. 3 Send money or request a payment.
     
  4. 4 Choose which bank account or card to use when buying online.
     
  5. 5 And revisit our fees at any time.
     
  6. 6 If you sell overseas, you can collect money in multiple currencies and hold it in individual balances in your account. You can add more currencies and convert your money to your primary one on the right.
     
  7. 7 Down here, we show you the bank accounts and credit and debit cards you have linked to your account.
     
  8. 8 And you can link new bank accounts and cards as and when you need to.
 

Activity

Activity is where all your payments belong.
Activity
  1. 1 Use the search box to search for transactions by customer, transaction invoice ID, or another identifier.
     
  2. 2 We default to all active transactions over the past 30 days, but you can change the settings to suit what you need.
     
  3. 3 Click Download to generate a CSV, TAB, PDF, QuickBooks or Quicken report of your transaction activity. 
 

Reports

Where you’ll find important insights into how your business is performing, and how PayPal customers use your website.
Reports
  1. 1 Insights show you details about your sales and customers. To get Shopper and Smart Incentive insights, you’ll need to add PayPal Marketing Solutions to your website.
     
  2. 2 Statements, Activity download, Financial summaries and Transactions are all different ways to view and report on your payment data.
     
  3. 3 Disputes and chargebacks gives you the details of open and closed cases so you can keep track of how they change over time.
     
  4. 4 And if you need a hand, head down to Help and documentation for more information about each report and how to generate them.
     
  5. Learn more about PayPal reports
  6.  

Tools

Tools gives you shortcuts to PayPal solutions setup and management.
Tools
  1. 1 Sort them to find what you’re looking for.
     
  2. 2 Add to the Tools dropdown menu for quick access by selecting the heart.
     
  3. 3 Jump right to the solution to create an invoice, log a payment in Virtual Terminal, or learn more. 

If you ever need a hand with your account, click on Help in the top navigation to check out our business and technical FAQs, join the community forum or contact us.
 
The contents of this site are provided for informational purposes only. The information in this article does not constitute legal, financial, I.T., business or investment advice of any kind and is not a substitute for any professional advice. You should always obtain independent, professional accounting, financial, I.T. and legal advice before making any business decision.
The contents of this site are provided for informational purposes only. The information in this article does not constitute legal, financial, IT, business or investment advice of any kind and is not a substitute for any professional advice. You should always obtain independent, professional accounting, financial, IT and legal advice before making any business decision.