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  • 1.  PayPal with website (InSync and APS)

    Posted 12-13-2019 13:11
    We're reaching out to ROI, but have a customer asking about PayPal on their Website (which uses APS and InSync).  Credit card transactions are fine with APS, but they don't do PayPal.

    Does anyone have a working website with PayPal and InSync?  What does the integration look like (i.e. how do the payments flow into Sage)?

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 2.  RE: PayPal with website (InSync and APS)

    Posted 12-13-2019 14:32
    Kevin,

    From a customer who uses ROI and accepts Paypal:

    We do accept Paypal through our site, Insynch will populate the deposit amount/type as Paypal, but we still have to manually login to the Paypal account and capture the final payment.

    We setup a GL Acct for Paypal "bank" account. We reconcile the account for fees when we transfer a bulk $ amount from Paypal to our reg. checking account.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 3.  RE: PayPal with website (InSync and APS)

    Posted 12-13-2019 15:29
    Thanks for the answer Wayne.  That confirms our suspicions: a manual process.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 4.  RE: PayPal with website (InSync and APS)

    Posted 12-14-2019 13:00
    Same workflow with our client using Magento/Insynch/APS.

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    Bob Pfahnl
    General Manager - Silicon Valley Office
    DSD Business Systems
    CA
    408-641-0922
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  • 5.  RE: PayPal with website (InSync and APS)

    Posted 05-29-2024 13:58

    This is an old post but present day I have customer that has Insync and Paypal. The payments are posted in Sage when they update the SO sales journal (a debit to cash rather than AR). Problem is there's no integration with bank rec. Just wondering if anyone has had a similar situation and found a workaround to get into BR. Thanks!



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    Dana Halpin
    Vrakas/Blum Computer Consulting, Inc.
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  • 6.  RE: PayPal with website (InSync and APS)

    Posted 05-29-2024 14:27

    You need to have the payments posted to a clearing account instead of directly to cash.  Then when the cash is transferred from Paypal to the bank, do a cash receipt entry using Cash as the customer and reference the clearing account on the Lines tab. 



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    Mary Jo Krueger
    Senior Software Consultant
    CLA (CliftonLarsonAllen LLP)
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  • 7.  RE: PayPal with website (InSync and APS)

    Posted 05-29-2024 14:32

    Such a simple answer! Thank you Mary Jo!



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    Dana Halpin
    Vrakas/Blum Computer Consulting, Inc.
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