Bank Feeds

Automatic bank feeds guide
Table of Contents 1. Introduction 2. Bank feed set up 2.1 Navigate to Bank Feed menu 2.2 Clear Books Consent 2.3 Add feed 2.4 Third party consent ...
Wed, 4 Sep, 2024 at 3:29 PM
How to reauthenticate your bank feed
From time to time you will need to reauthenticate your bank feed under open banking regulations. This guide describes how you can do this in Clear Books. ...
Wed, 9 Aug, 2023 at 2:04 PM
How to add a Revolut bank feed
Integrate your Clear Books account with Revolut to quickly and easily import your bank transactions using bank feeds. The bank feed integration is a service...
Mon, 28 Jun, 2021 at 12:45 PM
How to add a Tide bank feed
Easy-to-use online accounting software for small businesses. How does it work? Integrate your Clear Books account with your Tide bank account to ...
Fri, 22 Aug, 2025 at 1:02 PM
How do I export the general ledger
Head to the Tools > Export > Export data menu, select a finacial reporting period or a custom date range, then in the "Data type" drop down ...
Wed, 27 Aug, 2025 at 9:59 AM
How can I use your API?
Our REST API allows for seamless integrations, enabling you to connect your application with the Clear Books platform. To get started, simply: Review...
Wed, 27 Aug, 2025 at 12:14 PM