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Knowledge base
Getting Started
General
3
System requirements
Getting started guide
How to contact support within Clear Books
Auto Bills
General
1
Auto Bills guide
Bookkeeping
Introduction to Accounting
2
Double Entry Bookkeeping explained - the Golden Rule
Double entry accounting - what is it
Accruals
2
How to apply an Accrual date to a transaction
How to process Accrued Expenses
Cheque payments
1
How to process cheque payments
Contra Payments
1
How to create a contra payment
Corporation Tax
1
How to record corporation tax in your accounts
Deferred Revenue
1
How to account for deferred revenue
End of Year Process
1
End of a financial reporting period process
Entering payroll transactions processed outside Clear Books
0
Fuel Scale Charge
1
Fuel Scale Charge
How to Record Till Takings
1
How to Record Till Takings
Loans
2
How to create a Hire Purchase
How to pay interest on a loan payment
Online payment systems
1
How to process transactions from an online payment system
Refunding Overpayment
2
How to refund a customer over payment
How to refund a supplier over payment
CIS
Overview
2
Construction Industry Scheme guide
How to toggle on CIS
Invoicing
3
How to add a subcontractor
How to create a sales invoice with CIS deductions
How to create a bill with CIS deductions
Reporting
8
How to verify subcontractors automatically
How to verify CIS subcontractors manually
How to create a CIS return
How to submit a CIS return to HMRC
How to verify subcontractors and submit CIS returns as an Agent
View all 8
Domestic Reverse Charge (for building and construction services)
2
The Domestic Reverse Charge for building and construction services guide
How to enable VAT Domestic Reverse Charge for building and construction services
Clear Books Cashbook
Manual
1
Clear Books Cashbook manual
Contacts
Customers
7
How to add multiple contacts to a customer
How to create a contact that is both a customer and supplier
How to merge a customer
How to archive or delete a customer
How to edit an existing customer
View all 7
Suppliers
5
How to add a supplier
How to add an employee/director
How to merge a supplier
How to archive or delete a supplier
Supplier credit limit guide
Emails
10
Ensuring your Clear Books Emails are not rejected by recipients
How to send auto reminders
How to view email history
How to email customers automatically when a new invoice is created
How to opt customers in to and out of automatic email settings
View all 10
Statements
1
Customer/Supplier Statements Overview
Dashboard
Overview
2
The Clear Books Dashboard
The Top 5 list dashboard widget
Home
Account
3
How to add a new business
How to close a Clear Books account
Clear Books Emails
Reset account
1
Reset data in Clear Books
Subscription
3
View invoices for Clear Books subscription charges
Setting up an additional business for Clear Books accounting
How to update your Direct Debit payment
HR
Manual
1
Clear Books HR manual
Integrations
AutoEntry
5
How to integrate Clear Books when registering a new AutoEntry account
How to integrate Clear Books with an existing AutoEntry account
How to process and publish sales into Clear Books from AutoEntry
How to process and publish purchases into Clear Books from AutoEntry
Introduction to the AutoEntry + Clear Books integration
Bank Feeds
5
Automatic bank feeds guide
How to add a Revolut bank feed
Integrate your Clear Books account with your Tide bank account
How to reauthenticate your bank feed
Metro Bank Import Guide
Cashflows
1
How to use the CashFlows integration
GoCardless
5
GoCardless integration guide
How to request a Direct Debit mandate
How to link existing Direct Debit mandates to customers
How to take payment from Direct Debit mandates for invoices
How to take payment from Direct Debit mandates for recurred invoices
iPages
1
How to set up the iPages integration
Metro Bank
1
How to register and manage your Clear Books account from the Metro Bank App
Paypal
3
How to add a Paypal 'Pay Now' button to your statements
How to use the automatic PayPal import tool
How to set up a PayPal bank account
Dext: Prepare with Receipt Bank
6
Dext: Prepare with Receipt Bank integration guide
How to export your account codes and import into Dext Prepare
How to map Dext Prepare categories to account codes
How to import bills from Dext Prepare
How to import expenses from Dext Prepare
View all 6
Revolut
1
How to pay your bills using the Revolut integration
Stripe
4
How to connect your account with Stripe
Stripe FAQ
How to import a historic Stripe statement
How to collect a payment via Stripe
Capitalise
1
How to use the Cash insights and Capitalise integration
Instant Bank Payments
1
Instant Bank Payments Guide
Mobile App
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
How to 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
Money
Auto Code
1
Auto Code Guide
Auto Explain
1
Auto Explain Guide
Bank Explain
3
New Bank Explain tool
The Bank Explain screen overview
What is the bank explain process?
Bank Statement
5
How to import a bank statement
How to delete a bank statement mapping
How to recreate a bank statement in Clear Books
How to delete an explained transaction on an imported statement
How to bulk delete unexplained transactions from an imported statement
Bank Accounts
6
How to add a new bank account
How to view bank statements
How to set up and use a Director's Loan Account
How to delete a payment from a bank statement
Manually reconcile a bank account
View all 6
Explaining Transactions
13
How to explain transactions on the Bank Explain screen
How to set up Bank Import Rules to bulk explain transactions on a bank statement
How to explain a payment by allocating to an unpaid bill
How to explain a receipt by allocating to an unpaid invoice
How to explain a receipt by reconciling with a paid invoice
View all 13
Unallocated Cash
1
Batch Delete Unallocated cash
Opening Balances
5
Opening balances guide
Opening cash balance
How to add an opening debtor
How to add an opening creditor
How to add a payment on account as an opening balance
Multicurrency
Overview
1
How to enable Muticurrency and select custom currencies and conversion rates
Invoices
1
How to create a Multicurrency invoice
Bank accounts
4
How to setup an Opening Balance for a Multicurrency bank account
Switching between currencies on a bank statement
Revalue bank account balance
How to add Multicurrency bank accounts
Payments
3
How to create a Multicurrency receipt and allocate to an invoice
How to deal with forex losses manually
How to deal with forex gains manually
Partners
General
1
How to create and use an account template
Practice Edition (for Accountants only)
4
Create a Practice Edition client account
Create a Clear Books Micro account on behalf of your client
Link a Practice Edition client account to a Clear Books Micro account
Invite an employee into a Practice Edition client account
Subscription
3
View invoices for client subscription charges
How to pay for a client account
How to add a Partner account and subscribe
User Management
2
How to invite a user in to a client account
How to invite users on to multiple client accounts
Client Account Management
1
How to add a new client account
Payroll
Set up
4
Employer Details in Payroll
How to add an employee/director in Payroll
How to Import a Supplier into Payroll as an Employee
Off-payroll working (IR35)
Processing
13
How to process payroll
Real Time Information submissions
How to correct mistakes in previous pay-runs
Late FPS Submission
How to calculate Statutory Maternity Pay (SMP)
View all 13
Auto enrolment
5
Auto Enrolment duties
Add your pension scheme to Clear Books Payroll
Setting the employee's pension details
Assess the workforce
Communicating with your pension provider
Reports
2
How to Export to Natwest/RBS Bankline
How to view P45 and P11s
Settings
5
How to specify when payslips are emailed out
How to customise the payslip email sent to your employees
How to change the colour on payslips
How to change Payroll Account codes
Invite your employees in to Clear Books Payroll to view their payslips
Manual
1
Clear Books Payroll manual
Purchases
Purchase Orders
5
Purchase orders guide
How to toggle on purchase orders
How to email purchase orders
How to create a purchase order
How to convert a purchase order into a bill
Expenses
4
Employee expenses guide
Expenses - Adhoc payments
Employee Expenses - Expense claim forms
How to add transport to the mileage tool
Bills
5
How to void a bill
How to attach files to Bills
How to edit an unpaid Bill
How to create a bill
How to edit a paid bill
Bill Payment
5
How to record a payment against a bill
How to record a separate payment to invoices in bulk
How to delete a payment from a bill
How to create an over payment to a supplier
How to deallocate a payment from a bill
Recurring Bills
2
How to set up a recurring bill with a recurring payment
How to create recurring bills
Credit Notes
3
How to create a purchase credit note directly from a bill
How to allocate a purchase credit note to a bill
How to create a purchase credit note
Unallocated Payments
1
How to create a payment on account for a supplier
Reports
All Reports
7
View graphs of financial data
Trial balance report
P11D report: expenses and benefits
How to create a management report
The Margin Comparison Report
View all 7
Sales
Invoices
13
How to create an invoice in Clear Books
How to add attachments when creating an invoice
How to show payment details on an invoice
How to show both a delivery address and an invoice address on an invoice
How to bulk print sales invoices
View all 13
Email
5
How to email a sales invoice to a customer
How to invoice different contacts
How to attach a PDF copy of the invoice to an email
How to mark an invoice for delivery by hand or by post
How to send remittance advice emails
Invoice Payment
3
How to record a payment against an invoice
How to remove payments by cheque
How to deallocate a Receipt from an invoice
Unallocated Receipt
1
How to create a payment on account for a customer
Credit Notes
4
How to create a sales credit note
How to create a sales credit note directly from an invoice
How to allocate a payment to a credit note
How to allocate a sales credit note to an invoice
Recurring Invoices
1
How to create recurring invoices
Quotes
3
How to create a quote, estimate, proforma invoice or sales order
How to enable Quotes
How to process all quote types
Recharge Costs
1
How to recharge costs
Self Assessment
Self Assessment
2
Income Tax Self Assessment Forms Guide
Recording personal tax and national insurance payments in Clear Books
Settings
Organisation
3
How to complete your organisation or company details
How to send bulk attachments to your Clear Books account
Upload a logo to show on invoice
Account codes
4
How to add new account codes
How to add new account types
Account codes guide
How to edit accounts
Periods
2
Locking accounting periods
Changing dates of financial reporting periods
Invoice themes
4
How to edit an Invoice Theme
How to create an advanced invoice theme
How to create a basic invoice theme
Invoice themes guide
Invoice preferences
1
Transaction prefixes and numbering
iCal
1
iCal Feed
Tools
Dividends
3
How to create dividends
How to make a dividend payment
How to issue/buy back/transfer shares
Export
2
How to export data as a CSV
How to export contacts
Fixed Asset Register
11
Fixed asset register guide
How to add a fixed asset account code
How to set up auto depreciation for the fixed asset register
How to toggle on the fixed asset register
How to create an asset on the fixed asset register
View all 11
Import
9
How to import sales invoices
How to import bills
How to import stock items
How to delete import mapping
How to import sales payments
View all 9
Journals
6
How to create a journal
How to copy a journal
How to restore a deleted journal
How to add recurring journals
Setting up reverse-on-date journals
View all 6
Projects
1
Projects guide
Stock
1
Stock guide
Time Tracking
7
How to add a task
How to delete a task
How to edit a task
How to add a time sheet
How to add weekly time sheets
View all 7
Power Editor
1
Power Editor Guide
Users
General
4
How to reset password
How to update your personal details and password within Clear Books
Multi-Factor Authentication (MFA) Guide
How to enable/ disable Email Log in (Magic Links)
Manage Users
5
How to accept an invite as a new user
How to invite a new user into your account
How do I give my accountant access to Clear Books?
How to create a new user role
How to change the ownership of an account
VAT
VAT Schemes
6
How to set up a VAT scheme
How to set up a custom tax scheme
How to switch from VAT cash accounting to VAT invoice accounting
How to work out flat rate for a limited cost business
How capital expenditure goods are treated on the Flat Rate Scheme
View all 6
MTD VAT Onboarding
7
How to enable MTD VAT Submissions
MTD VAT Overview for SMEs
MTD onboarding for SMEs
How to enable MTD VAT Submissions as a Partner
MTD VAT Overview for Partners
View all 7
MTD VAT returns
9
How to create and submit an MTD VAT return
HMRC obligation periods
Declaring VAT on payments for a VAT return
How to change the HMRC contact used on bills created from a finalised VAT return
How to reclaim VAT paid on a VAT return after registering
View all 9
VAT Rates, Treatments and Other Reports
5
How to set default VAT rate & treatments
Global Imports/Exports Guide
VAT reconciliation for Invoice Accounting
VAT comparison Tool
VAT Exceptions Report
