By default, A2X for PayPal will summarize all PayPal transactions into daily entries to be posted to your accounting software.
All transactions will be categorized, based on the high-level transaction groupings in your PayPal statement. Please refer to the below image for examples of category types.
However, depending on your organization’s workflow, you may wish to exclude certain PayPal transactions from the A2X summary. This can be managed in Settings > PayPal Categories.
Unticking the category you wish to exclude, and click on save. If you deselect one or more categories, the transactions within these categories will be excluded from the daily statement generation.
It's important to note if you choose to exclude a PayPal category, or categories from statement generation:
It is not possible to exclude a subcategory of a category.
The A2X calculated PayPal bank balance movement may not equal the actual movement of the bank for each daily statement (since a category will be excluded).
A2X recommends including all categories for purposes of statement generation to ensure that the PayPal bank balance movement is correctly calculated.