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Onboarding 101

How to Add a User to Your PayPal Account

The reason we need this is to be able to obtain financial summary reports to be able to agree PayPal to the financials. We will not touch any other store data. This also allows us to connect PayPal to the accounting system and reconnect as necessary.

  1. Login to your PayPal Account

  2. Hover over your name (top right) and click "Account Settings"

    PayPal Name Drop-Down Menu

  3. Click "Update" next to "Manage Users"

    PayPal Account Access

  4. Next, click "Add User"

    PayPal Add User

  5. You may be asked to select a user type. Please select "Other user" and click "Continue."

    PayPal User Type

  6. Next, enter the below information about the user:
    First Name: Josh
    Last Name: Hall
    Email: Please use the email address that you'll send everything to (usually "[some version of your business name]@jhandco.com")
    Create User ID: Feel free to create a username of your choice, such as "jhallandco"
    Phone Number: (737) 239-539

    PayPal New User Info

  7. Then, click "Continue"

  8. Under Edit permissions, please select "All permissions" and click "Continue"

    PayPal Edit Permissions

  9. And you are done! We will receive an email invitation and we’ll take it from there!

    PayPal Done

Thank you!
J. Hall and Company