Clear Books

Managing Businesses 1

• How to add a new business

Account Settings 12

• How to close a Clear Books account
• Clear Books Emails

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User Profile 4

• How to reset password if you don't have access
• How to update your personal details and password within Clear Books

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Bank Feeds 4

• Automatic bank feeds guide
• How to reauthenticate your bank feed

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Bookkeeping 16

• Double entry accounting - what is it
• Double Entry Bookkeeping explained - the Golden Rule

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CIS 15

• Construction Industry Scheme guide
• How to toggle on CIS

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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

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Dashboard 2

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

Dividends 3

• How to create dividends
• How to make a dividend payment

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Emails 10

• Ensuring your Clear Books Emails are not rejected by recipients
• How to send auto reminders

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Fixed Assets 11

• Fixed asset register guide
• How to toggle on the fixed asset register

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Getting started 3

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

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Instant Bank Payments 1

• Instant Bank Payments Guide

Integrations 17

• AutoEntry integration
• Capitalise integration

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Sales Invoices 28

• How to create an invoice in Clear Books
• How to add attachments when creating an invoice

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Manage Import Files 12

• How to import a bank statement
• Metro Bank statement import guide

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Manage Imported Statements 8

• How to delete a bank statement mapping
• How to set up bank import rules

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Money 15

• Auto Code Guide
• How to recreate a bank statement in Clear Books

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Multicurrency 9

• How to enable Muticurrency and select custom currencies and conversion rates
• How to create a Multicurrency invoice

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Purchases 25

• How to create a purchase order
• How to convert a purchase order into a bill

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Quotes 3

• How to process all quote types
• How to create a quote, estimate, proforma invoice or sales order

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Reports 7

• View graphs of financial data
• Trial balance report

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Self Assessment 3

• Income Tax Self Assessment Forms Guide
• Recording personal tax and national insurance payments in Clear Books

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Settings 12

• iCal Feed
• How to add new account codes

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Tools 18

• How to export data as a CSV
• How to export contacts

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VAT 27

• How to work out flat rate for a limited cost business
• How to set up a custom tax scheme

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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

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Payroll set up 4

• Employer Details in Payroll
• How to add an employee/director in Payroll

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Payroll processing 13

• How to process payroll
• Real Time Information submissions

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Auto enrolment 5

• Auto Enrolment duties
• Add your pension scheme to Clear Books Payroll

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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

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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

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Subscription 3

• View invoices for client subscription charges
• How to pay for a client account

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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