The Combidesk PayPal Exact Online integration automates the reconciliation of PayPal payments in Exact Online. The module automatically retrieves PayPal payouts and matches them to open entries, keeping your accounts receivable up-to-date and accurate at all times.
Key benefits:
Fully automated matching of payments to outstanding invoices
Significant time savings, even with large payment volumes
Seamless integration – no downloads or developers required
Webshop-agnostic: works with Lightspeed, WooCommerce, Shopify and more
Secure: processed in a Dutch data centre, customer data is never stored
⚠️ Prerequisites
Before you begin, make sure you have the following access and rights:
An active PayPal account with administrator access.
Exact Online access with rights to: General Ledger Accounts and Journals, Entries, and Customers.
Are you an accountant or bookkeeper? Make sure you connect the correct Exact Online account and, if desired, restrict which administrations are visible.
💡 If you access Exact Online through your accountant or bookkeeper, contact them beforehand to arrange the required permissions. Without the correct rights, the installation cannot be completed.
1. Setting up Exact Online
Before installing the integration, a number of items need to be configured in Exact Online. Work through the steps below carefully.
1a. Create a bank journal
Create a separate bank journal for PayPal payouts, so they are not processed in your regular bank journal:
Go to Master data > Financial > Journals.
Select type Bank and click New journal.
Enter a recognisable name, e.g. PAYPAL.
Save the journal.
1b. Create a ledger account for transaction costs
Create a separate ledger account for PayPal transaction fees:
Go to Master data > Financial > General Ledger Accounts.
Click New and choose category Other costs (P&L / Debit).
Give it a clear description, e.g. Transaction costs PayPal.
1c. Create a ledger account for payouts
Create a suspense/transit account for PayPal payouts:
Go to Master data > Financial > General Ledger Accounts.
Click New and choose category General or Prepayments (Balance / Debit).
Give it a clear description, e.g. Suspense account PayPal.
2. Installing the integration
Follow these steps to install the integration via combidesk.com:
Go to nl.combidesk.com/koppeling/paypal-exactonline and click Install (free trial).
Log in or create a new Combidesk account. After registration you will receive an e-mail with your access link.
Connect your PayPal account: authorise Combidesk via the PayPal OAuth flow.
Connect your Exact Online account: click Connect and log in with your Exact Online credentials. Make sure you select the correct region URL.
Configure the integration using the steps described in chapter 3.
3. Configuring the integration
During installation you will configure the following settings. Review these steps carefully before clicking Save.
3.1 PayPal settings
Export existing payouts Do you want to import historical PayPal payouts into Exact Online? If so, select the desired start date here. Choose carefully: export only after all other settings have been correctly configured to avoid incorrect entries.
💡 Skip the historical export during the trial period. Fully configure the integration first, then start the export if required.
3.2 Exact Online settings
# | Setting | Description | Account type |
1 | Select Exact Online administration | Choose the administration in which entries will be created. Are you an accountant or bookkeeper? Restrict the integration to the relevant administrations. | — |
2 | Select journal | Select the bank journal for PayPal entries (e.g. 'PAYPAL'). This is a balance sheet account of type Bank. | Balance – Bank |
3 | Accounts receivable ledger account | Select the default general ledger account for debtors. | Balance – Debtors |
4 | Costs ledger account | Select the ledger account for transaction costs, such as PayPal fees. | P&L – Costs |
5 | Payouts ledger account | Select the suspense/transit account for PayPal payouts. | Balance – General |
💡 Verify that all selected ledger accounts and journals have been created in Exact Online (see chapter 1) before saving.
4. The Combidesk dashboard
After installation you will receive an e-mail with access to your Combidesk dashboard. You can log in at nl.combidesk.com/login.
From the dashboard you can:
Adjust the integration settings
View the synchronisation logs (history)
Manage your connected accounts and account settings
View your billing overview and service level
Contact support
5. Support & installation assistance
Need help with the installation? Combidesk offers remote installation assistance.
Cost: one-off € 95 for most integrations.
No charge if you decide not to continue with the integration after the trial period.
Book an appointment at: nl.combidesk.com/klantenservice/hulp-bij-installatie
Service levels Combidesk offers three service levels: Basic, Pro and Premium. You can change your service level at any time within the integration; pricing will be updated from the next billing period.
6. Frequently Asked Questions (FAQ)
How often is data synchronised? The integration synchronises fully and automatically every day (overnight) by default. If a synchronisation fails, it will automatically retry at the next run. If the issue persists, you will be notified by e-mail.
What rights do I need in Exact Online? You must have access to: General Ledger Accounts and Journals, Entries, and Customers (relations).
Is my data secure? Combidesk processes all data in a Dutch data centre and complies with all applicable security standards. Customer data is not stored – it is only exchanged between the connected applications.
Do I need to enter payment details during the trial? No. No payment details are required during the trial period. If you decide to continue using the integration after the trial, you will receive timely information about the ordering process.
What is the notice period for cancellation? The notice period is 1 month. You are not locked into long-term contracts. Any remaining balance on an annual subscription will be refunded.
Can Combidesk install the integration for me? Yes! Combidesk can take the installation completely off your hands. A one-time installation fee applies. If you decide not to continue with the integration after the trial period, no costs will be charged.