Clear Books

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

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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

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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

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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
• How to merge a customer
• How to archive or delete a customer
• How to edit an existing customer

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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 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

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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

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Getting started 3

• Getting started guide
• How to contact support within Clear Books
• System requirements

Instant Bank Payments 1

• Instant Bank Payments Guide

Integrations 9

• AutoEntry integration
• Capitalise integration
• CashFlows integration
• Dext integration
• GoCardless integration

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Sales Invoices 28

• How to create an invoice in Clear Books
• How to add attachments when creating an invoice
• Show a delivery and invoice address on invoices
• How to batch process invoices
• How to void and restore voided invoices

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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

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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
• Explain transactions on the Bank Explain

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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

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Multicurrency 9

• Enable Muticurrency and customise currencies
• 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

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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

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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

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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

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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

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VAT 27

• 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