PayPal payments reconciled and invoices sent with approval

Ideas to put to work

PayPal income that agrees with the books, and disputes answered with the evidence.

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  PayPal matched to the ledger

  Sofia compares PayPal transactions with Xero invoices and bank transactions and lists anything that doesn't match for your bookkeeper.

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  Invoices for completed work

  Sofia reads each client's completed tasks in ClickUp and creates the PayPal invoice, sent with your approval.

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  Dispute responses prepared

  Sofia reads each open dispute, gathers the client's emails from Outlook, and drafts your response in Word for review.

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  Revenue by product and month

  Sofia reads transactions and subscriptions, builds a revenue analysis in Excel, and charts what's growing and what's slipping.

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  Bank transfers recorded

  When a client pays a PayPal invoice by bank transfer, Sofia records the payment against it, with your approval.

Works well with

• XeroCloud accounting for small businesses
• ClickUpProject management for tasks, docs and goals
• Microsoft OutlookMicrosoft's email and calendar
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• QuickBooksAccounting software for small and mid-sized businesses
• NetSuiteCloud ERP for finance and operations
• FFreshBooksInvoicing and accounting for service businesses