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Provide Access to Paypal
Provide Access to Paypal

How to share access to Paypal, accountant view, bookkeeper view, read-only access

Yzza avatar
Written by Yzza
Updated over 3 years ago

To give your bookkeeper/accountant access to Paypal, follow the steps below.

  1. Log into PayPal Business Account.

  2. Click on Profile.

  3. Click on My Settings.

  4. Click Get started in the Manage users section.

  5. Click Add User.

  6. Provide user’s information and click Save.
    *Don't forget to share the User ID and Password that you've set with the person as they won't be emailed a copy!

Remember! You can specify the privileges that will be assigned to each new account. Below are some examples:

  • Request Money

  • Send Money

  • Mass Payments

  • Cancel Payments

  • Withdraw Funds

  • View Balance

  • Download Transaction History

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