PayPal + IRIS: Bridge the Gap
Need to get your PayPal UK bank statement into IRIS? PayPal uses DD/MM/YYYY HH:MM:SS and multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance — which needs converting to CSV (Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns) for IRIS import.
How BankScan AI Converts PayPal for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. PayPal statements include a mix of payments, refunds, fees, and currency conversions. BankScan AI separates transaction types and preserves fee details.
How It Works
Upload your PayPal PDF
Drag and drop your PayPal statement. Supports PDF, CSV with DD/MM/YYYY HH:MM:SS handling.
AI converts for IRIS
Our AI parses PayPal's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into IRIS
In IRIS Accountancy Suite, open the client file, go to Bank > Import Transactions. Select the CSV file, map columns to Date, Narrative, Debit, Credit, and import.
IRIS Import Tip
Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns
PayPal to IRIS Features
- PayPal optimised — Trained on PayPal's multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance with DD/MM/YYYY HH:MM:SS parsing
- IRIS formatted — Output as CSV with Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns
- Date conversion — Converts DD/MM/YYYY HH:MM:SS to DD/MM/YYYY automatically
Import PayPal Data into IRIS
After converting your PayPal statement with BankScan AI:
- In IRIS Accountancy Suite, open the client file, go to Bank > Import Transactions
- Select the CSV file, map columns to Date, Narrative, Debit, Credit, and import
Common Import Issues
IRIS is strict about column naming — use 'Narrative' not 'Description'. Also requires the CSV to not contain any currency symbols in amount columns.
Import PayPal into IRIS Today
Automatic date conversion (DD/MM/YYYY HH:MM:SS to DD/MM/YYYY), column mapping, and format validation.
Import PayPal to IRIS Free