Tools
The Data Export Tool allows you to export your accounting data in CSV format. Navigate to Tools > Export > Export. Select the required Period...
Wed, 1 Oct, 2025 at 11:29 AM
Exporting your contacts from Clear Books is very easy with the Data Export Tool. Using the All Contacts report you can download a CSV file of both supplier&...
Thu, 24 Jun, 2021 at 5:30 PM
This guide outlines how to replicate a Journal entry. Step 1. Navigate Tools > Journals > All Journals Step 2. Select Copy under the...
Thu, 24 Jun, 2021 at 3:39 PM
A recurring journal can be used to record journal entries with a set accounting date which can then be reoccur depending on the number of occurrences set an...
Thu, 24 Jun, 2021 at 3:40 PM
If you need to set an automatic reversal on a certain date for accrual expenses or prepayments, here's how. Step 1. Navigate to Settings > Confi...
Thu, 24 Jun, 2021 at 3:40 PM
Journals can be included on VAT returns, however, the journal must include a line that will either Dr or Cr the VAT control in combination with selecting th...
Thu, 24 Jun, 2021 at 3:40 PM
Journals are a way of entering data into the system outside of the usual areas of Sales, Purchases and Bank. All bookkeeping is based on Double Entry me...
Tue, 28 Nov, 2023 at 4:24 PM
1. Head to the Reports > All > Audit log. 2. Find the deleted journal from the list and note the number. 3. Append the number to the...
Thu, 24 Jun, 2021 at 3:39 PM
Table of contents 1. Introduction 2. Enable the stock feature 3. Create a stock item 4. Create an invoice with a stock item 5. Reports 5.1 Stock re...
Thu, 24 Jun, 2021 at 3:40 PM
Table of Contents 1. Introduction 2. Enable projects 2.1 Enable project invoices 2.2 Enable project invoice items 3. Projects 3.1 Create a project ...
Mon, 3 Apr, 2023 at 10:25 AM