Clear Books

Managing Businesses 1

• How to add a new business

Account Settings 12

• How to close a Clear Books account
• Clear Books Emails
• Reset data in Clear Books
• View invoices for Clear Books subscription charges
• How to complete your organisation or company details

See all 12 articles

User Profile 5

• How to reset password if you don't have access
• 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)
• How to disable/enable weekly emails

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

See all 6 articles

Bookkeeping 15

• Double entry accounting - what is it
• Double Entry Bookkeeping explained - the Golden Rule
• End of a financial reporting period process
• Fuel Scale Charge
• How to account for deferred revenue

See all 15 articles

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

See all 15 articles

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

See all 13 articles

Dashboard 2

• The Clear Books Dashboard
• The Top 5 list dashboard widget

Dividends 3

• How to create dividends
• How to make a dividend payment
• How to issue/buy back/transfer shares

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

See all 10 articles

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

See all 11 articles

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

See all 17 articles

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

See all 28 articles

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

See all 12 articles

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

See all 7 articles

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

See all 15 articles

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

See all 9 articles

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

See all 25 articles

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

See all 7 articles

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

See all 12 articles

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

See all 18 articles

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

See all 27 articles

General 1

• Auto Bills guide

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

Manual 1

• Clear Books Cashbook manual

All MTD Income Tax Plan Guides 8

• Clear Books MTD Income Tax Plan Overview
• Clear Books MTD Income Tax Plan FAQs
• Bookkeeping processes on the MTD Income Tax plan
• How to manually record income & expenses on the MTD Income Tax Plan
• How to set up a bank feed on the MTD Income Tax Plan

See all 8 articles

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)

Payroll 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)

See all 13 articles

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

Payroll reports 2

• How to Export to Natwest/RBS Bankline
• How to view P45 and P11s

Payroll 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

Payroll manual 1

• Clear Books Payroll manual

HR Manual 1

• Clear Books HR manual

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