Paypal Tutorial: How to Open and Set- Up Your Account
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This document provides a tutorial on how to use Paypal in 3 parts. Part 1 explains how to open a Paypal account. Part 2 describes the different sections of the Paypal online account dashboard. Part 3 breaks down the "My Account" toolbar and its subheadings for overview, withdraw, history, and profile where you can add/edit personal details, bank accounts, cards, and addresses.
Paypal Tutorial: How to Open and Set- Up Your Account
- 1. How to Use Paypal (Tutorial Part 1)
- 3. shop safe, without worries
- 4. PART 1 Opening your Account
- 6. insert your email address
- 7. and your password to login
- 8. click the login button
- 9. you will be directed to the dashboard
- 10. Don’t have an account yet?
- 11. click the sign-up button
- 12. You will be redirected here
- 13. Choose Personal
- 14. and click Get Started
- 15. proceed to the sign-up process
- 16. upon completion, login to your account
- 17. PART 2 Elements of your Online Account
- 18. this is the paypal logo
- 20. and you will always be redirected here
- 21. this is the navigational toolbar
- 22. you can select several options here
- 23. to help you with your business
- 24. this is an additional toolbar
- 25. for asking help and signing out
- 26. click to log out of your account
- 27. click Help for customer support
- 28. click Security Center for fraud-
- 29. fighting tools and tips
- 30. PART 3 Toolbar: My Account
- 31. My Account is the default dashboard
- 32. this toolbar is its subheading
- 33. this toolbar is its subheading
- 34. there are 6 subheadings here
- 35. Let’s check each sub- heading in the next part
- 36. PART 3a My Account: Overview
- 37. click overview to get the dashboard
- 38. Paypal welcomes you through this greeting
- 39. this is your username
- 40. this is your account type
- 41. while this states your account’s status
- 42. and this lists sending and
- 43. withdrawing limits per transaction
- 44. just click the provided link to check it out
- 45. your Paypal balance is shown here
- 46. and this gives you a
- 47. summary of your account’s financial statement
- 48. if you need a currency converter
- 49. click the provided link here
- 50. this box gives you important notifications
- 51. this section gives history of
- 52. your recent financial activities
- 53. click here to view payments received
- 54. and you will be directed to History
- 55. to view your received payments
- 56. click here to view payments sent
- 57. and you will also be directed to History
- 58. to view your sent payments
- 59. PART 3b My Account: Withdraw
- 60. click withdraw to check your options
- 61. a table will open in the window
- 62. showing you available withdrawal options
- 63. withdraw funds to your bank account
- 64. or withdraw funds to your card
- 65. these are the required processing
- 66. time per option selected
- 67. and these are the processing fees
- 68. let’s say you choose to withdraw
- 69. to your bank account
- 70. but you haven’t link your bank account to Paypal yet
- 71. Don’t worry. Here’s what you need to do.
- 72. go back to Overview
- 73. click Profile
- 74. click Add / Edit Bank Account
- 75. this window will open
- 76. read the guidelines provided by Paypal
- 77. before adding a bank account
- 78. make sure Philippines appears here
- 79. check the name on the account
- 80. insert the name of your bank
- 81. insert the 9-digit bank code
- 82. check the corresponding PHL bank code Bank Name Bank Code Bank of the Philippine Islands (BPI) 10040018 Banco de Oro (BDO) 10530667 Metropolitan Bank & Trust Co. (Metrobank) 10269996 Union Bank of the Philippines 10419995 Security Bank 10140015
- 83. for your bank using this table Bank Name Bank Code Bank of the Philippine Islands (BPI) 10040018 Banco de Oro (BDO) 10530667 Metropolitan Bank & Trust Co. (Metrobank) 10269996 Union Bank of the Philippines 10419995 Security Bank 10140015
- 84. insert your account number here
- 85. and re-insert your account number here
- 86. click Continue when done
- 87. this window will open for assessment
- 88. check all the details if they are correct
- 89. If you need to change a detail
- 90. click edit
- 91. when everything’s ok, click Save
- 92. you are now ready to withdraw some funds
- 93. again,click the withdraw button
- 94. withdraw funds to your bank account
- 95. by clicking the link
- 96. this window will open
- 97. take note of the minimum withdrawal
- 98. amount by checking the link
- 99. you will be redirected here
- 100. take note of the cost per transaction
- 101. insert an amount to be withdrawn
- 102. choose a bank account
- 103. click Continue to process the withdrawal
- 104. what if you choose to withdraw
- 105. funds to your card?
- 106. but you haven’t link any debit card to Paypal yet
- 107. Don’t worry yourself. Here’s what you should to do.
- 108. go back to Overview
- 109. click Profile
- 110. click Add / Edit Credit Card
- 111. this window will open
- 112. check the reminders from Paypal
- 113. to be accepted, debit card must
- 114. have a Visa or Mastercard logo
- 115. check the name inserted here
- 116. select a card here
- 117. check the address provided here
- 118. often, it stores the corresponding
- 119. billing address of the card you added
- 120. or you can add another new address
- 121. click Add Card to complete the process
- 122. and you are now ready to withdraw some funds
- 124. click withdraw funds to your card
- 125. this window will open
- 126. take note of the minimum withdrawal
- 127. amount by checking the link
- 128. you will be redirected here
- 129. take note of the cost per transaction
- 130. also, check Paypal’s reminder here
- 131. click the link
- 132. this pop-window will open
- 133. read the additional guidelines from Paypal
- 134. insert an amount of money here
- 135. choose a card where to withdraw
- 136. and click Continue to complete transaction
- 137. PART 3c My Account: History
- 138. click history to view recent activity
- 139. this window will open showing all activity
- 140. looks familiar?
- 141. Yes, we’ve already discussed a little bit of history earlier.
- 142. going back, this window will allow
- 143. you to check all your account’s activity
- 144. this section gives your account’s balance
- 145. click Select to find specific time frame
- 146. or you can manually set it by clicking here
- 147. click show to complete the search
- 148. a table of the activities will be provided below
- 149. this column lists all dates
- 150. this column categorizes transactions
- 151. this column lists where the
- 153. this column describes the payment status
- 154. this column states the gross amount
- 155. while this column states the fee
- 156. and finally this column gives the net amount
- 157. for every completed transaction
- 158. Paypal provided glossary for payment status
- 159. you can check them out for guidance
- 160. you can personalize your search by clicking Filters
- 161. moving forward, using recent activity is
- 162. pretty much the same as using all activity
- 163. If in case you already have a lot of transactions
- 164. click find a transaction instead
- 165. insert a word in search
- 166. select a category here
- 167. insert dates to accompany the search
- 168. check / uncheck currency type
- 169. and click search to complete the inquiry
- 170. PART 3d My Account: Profile
- 171. click profile to add / edit details
- 172. this window will open
- 173. for personal information, check the categories
- 174. make sure all details are correctly listed
- 175. alter your password
- 176. and security questions here
- 177. take note of your assigned merchant ID
- 178. Paypal assigned you with an ID
- 179. click My money to check details
- 180. about your bank account and cards
- 181. click My settings to set general details
- 182. let’s go back to profile
- 183. check the dropdown menu
- 184. click Add / Edit email
- 185. this window will show your email addresses
- 186. choose one and make it primary
- 187. click confirm to complete the process
- 188. click Add for an additional email address
- 189. back to profile, click
- 190. Add /Edit bank account
- 191. select a bank
- 192. click remove to delete the account
- 193. or click add to set another bank account
- 195. Add / Edit Credit Card
- 196. this window shows your verified cards
- 197. click Edit to make changes on details
- 198. click Remove to delete the card
- 199. click make primary to set card as such
- 200. click Add for another card
- 202. Add / Edit Street Address
- 203. double check your addresses here
- 204. often, Paypal lists your billing address
- 205. per credit or debit card
- 206. select an address and click Make home
- 207. and we are done with setting up your account