Clear Books

The Clear Books Account 1

• The Clear Books Account

Clear Books Account Settings 2

• How to add a new business
• How to disable/enable weekly emails

Clear Books Account Security 3

• Multi-Factor Authentication (MFA) Guide
• How to enable/ disable Email Log in (Magic Links)

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Clear Books Account Support 1

• How to contact support within Clear Books

Business Settings 5

• Reset business data
• How to close a business

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Business Details 1

• Update your organisation details

Manage Users on a Business 4

• How to invite a new user into your account
• How to create a new user role

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Business Subscriptions 2

• View subscription invoices for your Clear Books businesses
• How to update your Direct Debit payment

Bank Feeds 4

• Automatic bank feeds guide
• How to reauthenticate your bank feed

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Bookkeeping 14

• Double entry accounting - what is it
• Double Entry Bookkeeping explained - the Golden Rule

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CIS 15

• Construction Industry Scheme guide
• How to toggle on CIS

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Contacts 13

• How to add multiple contacts to a customer
• How to create a contact that is both a customer and supplier

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Dashboard 2

• The Clear Books Dashboard
• The Top 5 list dashboard widget

Dividends 2

• Creating and Managing Dividends
• How to make a dividend payment

Emails 8

• How to send auto reminders
• How to view email history

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Fixed Assets 11

• Fixed asset register guide
• How to toggle on the fixed asset register

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Getting started 1

• Getting started guide

Instant Bank Payments 1

• Instant Bank Payments Guide

Integrations 9

• AutoEntry integration
• Capitalise integration

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Sales Invoices 28

• How to create an invoice in Clear Books
• How to add attachments when creating an invoice

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Manage Import Files 12

• How to import a bank statement
• Metro Bank statement import guide

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Manage Imported Statements 8

• How to delete a bank statement mapping
• How to set up bank import rules

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Money 15

• Auto Code Guide
• How to recreate a bank statement in Clear Books

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Multicurrency 9

• Enable Muticurrency and customise currencies
• How to create a Multicurrency invoice

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Purchases 25

• How to create a purchase order
• How to convert a purchase order into a bill

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Quotes 1

• How to Create and Manage Quotes, Estimates, Proforma Invoices, and Sales Orders

Reports 7

• View graphs of financial data
• Trial balance report

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Self Assessment 1

• MTD for Income Tax User guide

Settings 11

• iCal Feed
• How to add new account codes

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Tools 19

• How to export data as a CSV
• How to export contacts

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VAT 26

• Flat rate for a limited cost business
• How to set up a custom tax scheme

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General 1

• Auto Bills guide

Overview 2

• Clear Books Mobile App user guide
• Permissions required to use the Mobile App

Expenses 2

• How to create an expense on the Mobile App
• Create an expense from a photo on the Mobile App

Bills 2

• How to create a bill on the Mobile App
• How to create a bill from a photo on the Mobile App

Invoices 1

• How to create an invoice on the Mobile App

Quotes 1

• How to create a quote on the Mobile App

Payroll set up 4

• Employer Details in Payroll
• How to add an employee/director in Payroll

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Payroll processing 13

• How to process payroll
• Real Time Information submissions

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Auto enrolment 5

• Auto Enrolment duties
• Add your pension scheme to Clear Books Payroll

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Payroll reports 2

• How to Export to Natwest/RBS Bankline
• How to view P45 and P11s

Payroll settings 5

• How to specify when payslips are emailed out
• How to customise the payslip email sent to your employees

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Payroll manual 1

• Clear Books Payroll manual

Clear Books HR 1

• Clear Books HR manual

General 8

• How to create and use an account template
• How to add a new client account

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