bank-statement-import/account_statement_import_online_paypal/readme/USAGE.rst at 3f1c6a6a50ceb51bbfac7e547f1b7e2c4ff20317 - bank-statement-import - Own Git

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Ken Woychesko 9edca57836 [FIX] account_statement_import_online_paypal: Update CONFIGURE, USAGE, and ROADMAP to current Odoo & PayPal menus/procedures/links.

(1) Odoo's menu has changed over the recent versions, and these changes help new users to better understand how to create a PayPal-related Bank Account/Journal and configuration for syncing with PayPal's servers.
(2) The order of CONFIGURE was changed to the logical flow of obtaining PayPal credentials first and then configuring Odoo to match.
(3) PayPal's URL for transaction definitions has changed and was updated in ROADMAP.

2023-04-30 10:34:46 -04:00

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 To pull historical bank statements:
 #. Go to *Invoicing > Configuration > Accounting > Journals*.
 #. Open the Journal corresponding to the PayPal bank account.
 #. Click the *Pull Online Bank Statement* button.
 #. Configure a date interval and click *Pull*.