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Clear Books Paid Plans (Small/Medium/Large)
Bank Feeds
6
Automatic bank feeds guide
How to reauthenticate your bank feed
How to add a Revolut bank feed
How to add a Tide bank feed
How do I export the general ledger
View all 6
Bookkeeping
15
Double entry accounting - what is it
Double Entry Bookkeeping explained - the Golden Rule
Financial Reporting Periods: A Guide to Year-End Processes
Fuel Scale Charge
How to account for deferred revenue
View all 15
CIS
15
Construction Industry Scheme guide
How to toggle on CIS
How to add a subcontractor
How to create a sales invoice with CIS deductions
How to create a bill with CIS deductions
View all 15
Contacts
13
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 13
Dashboard
2
The Clear Books Dashboard
The Top 5 list dashboard widget
Dividends
2
A Complete Guide to Creating and Managing Dividends
How to make a dividend payment
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
Fixed Assets
11
Fixed asset register guide
How to toggle on the fixed asset register
How to add a fixed asset account code
How to create an asset on the fixed asset register
How to set up auto depreciation for the fixed asset register
View all 11
Getting started
3
Getting started guide
How to contact support within Clear Books
System requirements
Instant Bank Payments
1
Instant Bank Payments Guide
Integrations
17
AutoEntry integration
Capitalise integration
CashFlows integration
GoCardless integration
iPages integration
View all 17
Sales Invoices
28
How to create an invoice in Clear Books
How to add attachments when creating an invoice
How to show both a delivery address and an invoice address on an invoice
How to batch process invoices
How to void and restore voided invoices
View all 28
Manage Import Files
12
How to import a bank statement
Metro Bank statement import guide
How to import sales invoices
How to import bills
How to import stock items
View all 12
Manage Imported Statements
7
How to delete a bank statement mapping
How to set up bank import rules
How to bulk delete unexplained transactions from an imported statement
The Bank Explain screen overview
How to explain transactions on the Bank Explain screen
View all 7
Money
15
Auto Code Guide
How to recreate a bank statement in Clear Books
How to delete a payment from a bank statement
How to view bank statements
Bank reconciliation tool
View all 15
Multicurrency
9
How to enable Muticurrency and select custom currencies and conversion rates
How to create a Multicurrency invoice
How to setup an Opening Balance for a Multicurrency bank account
Switching between currencies on a bank statement
Revalue bank account balance
View all 9
Purchases
25
How to create a purchase order
How to convert a purchase order into a bill
How to email purchase orders
How to toggle on purchase orders
Purchase orders guide
View all 25
Quotes
3
How to process all quote types
How to create a quote, estimate, proforma invoice or sales order
How to enable Quotes
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
Self Assessment
3
Income Tax Self Assessment Forms Guide
Recording personal tax and national insurance payments in Clear Books
MTD for Income Tax User guide
Settings
12
iCal Feed
How to add new account codes
How to add new account types
Account codes guide
How to edit accounts
View all 12
Tools
18
How to export data as a CSV
How to export contacts
How to copy a journal
How to add recurring journals
Setting up reverse-on-date journals
View all 18
VAT
27
How to work out flat rate for a limited cost business
How to set up a custom tax scheme
How to switch from VAT cash accounting to VAT invoice accounting
How to set up a VAT scheme
How capital expenditure goods are treated on the Flat Rate Scheme
View all 27