Knowledge base

Clear Books Account Management

Learn how to update your user credentials, update security options, add businesses and more.

Clear Books Business Management

Learn how to configure your company profile, manage users, and update subscription details.

Clear Books Full Accounting

Guides covering the full range of features and processes within our main accounting product. They are designed for businesses on the Small, Medium, or Large plans.

Clear Books Basic Accounting

Guides for our sole trader and property plans to help businesses meet MTD ITSA requirements.

Clear Books Payroll & HR

Guides demonstrating the use of the Payroll and HR add-ons, either integrated or as standalone products.

Clear Books Auto Bills

Guides detailing the use of Auto Bills, our optical character recognition (OCR) add-on.

Clear Books Mobile App

Guides that help show how the Clear Books Mobile App extends the functionality of your Clear Books Accounting.

Accountants

Guides specifically for accountants who have a ‘Partners’ dashboard