Learn how to create an account with Paypal and how to set-up it ready for business.

1. How to Use Paypal (Tutorial Part 1)

2. this is Paypal

3. shop safe, without worries

4. PART 1
Opening your Account

5. go to www.paypal.com

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

19. click this anytime

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

123. again, click withdraw

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

152. transaction came from

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

194. back to profile,click

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

201. back to profile,click

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