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Knowledge base
Getting Started
General
4
System requirements
How to raise a support ticket within Clear Books
How to sign up and register a new account
Getting Started Guide
Bookkeeping
Accruals
2
How to apply an Accrual date to a transaction
How to process Accrued Expenses
Contra Payments
1
How to create a contra payment
Corporation Tax
1
How to record corporation tax in your accounts
Introduction to Accounting
2
Double Entry Bookkeeping explained - the Golden Rule
Double entry accounting - what is it?
Refunding Overpayment
2
How to refund a customer over-payment
How to refund a supplier overpayment
Online payment systems
1
How to process transactions from an online payment system
End of Year Process
1
What does Clear Books do at the end of a financial reporting period?
Quick pay invoices in bulk
1
How to apply a separate quick payment to invoices in bulk
Cashbook
Overview
1
Clear Books Cashbook Overview
CIS
Overview
3
Construction Industry Scheme Overview
How to toggle on CIS
Appoint Clear Books as an agent for CIS
Invoicing
3
How to add a subcontractor?
How to create a sales invoice with CIS deductions
How to create a bill with CIS deductions
Reporting
6
How to Match/Verify CIS subcontractors automatically
Make a CIS sales submission (Payroll Required)
CIS Suffered Report - showing CIS deductions on your sales invoices
How to submit a CIS return to HMRC
How to Verify CIS subcontractors manually
See all 6 articles
Clear Books Micro
Overview
1
Clear Books Micro Overview
Practice Edition (for Accountants only)
4
Link a Practice Edition client account to a Clear Books Micro account
Invite an employee into a Practice Edition client account
Create a Clear Books Micro account on behalf of your client
Create a Practice Edition client account
Video Guide
1
Clear Books Micro Overview Video
Contacts
Customers
6
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 6 articles
Suppliers
5
How to add a supplier
How to add an employee/director
How to merge a supplier
How to edit an existing supplier
How to archive or delete a supplier
Emails
6
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 6 articles
Dashboard
General
1
The Clear Books Dashboard
Opening Debtors
2
How to add a payment on account as an opening balance
How to add an opening debtor
Opening Creditors
1
How to add an opening creditor
Opening Balances Overview
1
Opening Balances Overview
Fixed Asset Register
Overview
2
Fixed Asset register overview
How to toggle on the Fixed Asset register
Create
5
How to add a new Fixed Asset account
How to add a new asset on the Fixed Asset register
How to add and approve a pending asset
How to add and approve a pending asset when creating a Bill
How to add and approve a pending asset when Explaining from a Bank Statement/ Money Out Transaction
Depreciation
3
How to set up auto depreciation for the Fixed Asset register
How to manually depreciate all Fixed Assets on the fixed asset register
How to depreciate an individual fixed asset
Dispose
1
How to record the disposal of a fixed asset
Home
Account
3
How to add a new business
Close a Clear Books account
Clear Books Emails
Subscription
2
View invoices for Clear Books subscription charges
Setting up an additional business for Clear Books accounting
Manage Users
4
How to accept an invite as a new user?
How to invite a new user into your account
How to create a new user role
How to change the main user
Overview
0
HR
Overview
1
HR Overview
Integrations
Paypal
2
How to add a Paypal 'Pay Now' button to your statements?
How to use the automatic PayPal import tool
GoCardless
8
How to set up the GoCardless integration
How to request a GoCardless Mandate
How to request a GoCardless Mandate from an invoice
How to change the GoCardless bank account, transaction fee and payment method
How to take payments from GoCardless Mandates automatically
See all 8 articles
MailChimp
1
MailChimp Integration
Cashflows
1
How to use the CashFlows integration
Yodlee
1
How to set up Yodlee
Receipt Bank
4
How to import expenses from Receipt Bank
How to map Receipt Bank categories to account codes
How to export your account codes and import into Receipt Bank
How to import bills from Receipt Bank
Capsule CRM
1
Capsule CRM Integration
Paypoint
1
Paypoint integration
AutoEntry
5
How to integrate Clear Books when registering a new AutoEntry account
How to integrate Clear Books with an existing AutoEntry account
How to process and publish sales into Clear Books from AutoEntry
How to process and publish purchases into Clear Books from AutoEntry
Start here | Introduction to the AutoEntry + Clear Books integration
iPages
1
How to set up the iPages integration
Money
Import
3
How to import a bank statement
How to delete a bank statement mapping
How to delete unexplained transactions in bulk on an imported statement
Bank Accounts
5
How to delete a payment from a bank statement
How to view bank statements
How to set up a new bank account
Setting up a director's loan account
How to add a new bank account
Manage Money
7
How to split up a money out transaction into multiple transactions
How to pay interest on a loan payment
How to record transfers between bank accounts
How to make a copy of your bank statement
How to refund a customer
See all 7 articles
Explaining Transactions
10
How to allocate a payment on an imported statement to an unpaid bill
How to explain a payment on an imported statement into multiple transactions
Reconcile a Paid Invoice with a receipt on an Imported Statement
How to explain transfers on an imported bank statement
How to add a payment on account from an imported statement
See all 10 articles
Reconciliation
2
Bank reconciliation tool
Manually Reconcile Bank account
MTD
VAT
2
MTD VAT submissions
MTD Onboarding for Partners
Multicurrency
Overview
1
How to enable Muticurrency and select custom currencies and conversion rates
Invoices
1
How to create a Multicurrency invoice
Bank accounts
4
How to setup an Opening Balance for a Multicurrency bank account?
Switching between currencies on a bank statement
Revalue bank account balance
How to add Multicurrency bank accounts
Payments
4
How to create a Multicurrency receipt and allocate to an invoice
How to deal with forex losses manually
How to deal with forex gains manually
How to transfer to/from a Multicurrency bank account
Partners
General
2
How to create and use an account template
Add contact details and logo to client's dashboard
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
Payroll
Employees
4
How to add an employee in Payroll
How to calculate Statutory Maternity Pay (SMP)
When a director becomes an employee
Salary Sacrifice
Processing
7
How to calculate payroll per employee
How to calculate multiple employee wages per period
How to import processed payroll into accounts
Director's National Insurance
How to undo calculations in Open Payroll
See all 7 articles
Real time information
3
Making RTI Submissions on Open Payroll
Late FPS Submission
How to process payroll at year end
Settings
4
How to specify when payslips are emailed out
How to customise the Payslip email sent to your employees
How to change Payroll Account codes
How to change the colour on payslips
Auto enrolment
13
Setting up your staging date for auto enrolment
Add your pension scheme to Clear Books Payroll
Find out who to enrol - assess the workforce
Setting the employee's auto enrolment status
How to assign a pension scheme to an employee
See all 13 articles
Overview
1
Payroll Overview
Purchases
Purchase Orders
4
How to create a purchase order
How to convert a Purchase Order into a Bill
How to email POs
How to toggle on Purchase Orders
Expenses
4
How to attach files to Bills
How to add transport to the mileage tool
Expenses - Adhoc payments
Expenses - Expense claim forms
Bills
3
How to void a bill
How to edit an unpaid Bill
How to create a bill
Bill Payment
3
How to Quick pay an unpaid bill
How to delete a payment from a bill
How to create an overpayment to a supplier
Recurring Bills
2
How to set up a recurring bill with a recurring payment
How to create recurring bills
Credit Notes
3
How to create a purchase credit note directly from a bill
How to allocate a purchase credit note to a bill
How to create a purchase credit note
Unallocated Payments
1
How to create a payment on account for a supplier
Reports
General
6
View graphs of financial data
Trial balance report
P11D Expenses and Benefits
How to create a management report
How to generate an EC Sales List
See all 6 articles
Sales
Email
4
How to email a sales invoice to a customer
How to invoice different contacts
How to attach a PDF copy of the invoice to an email
How to send remittance advice emails
Invoices
13
How to create an invoice
How to add attachments when creating an invoice
How to show both a delivery address and an invoice address on an invoice
How to mark an invoice for delivery by hand or by post
How to bulk print sales invoices
See all 13 articles
Invoice Payment
2
How to show payment details on an invoice
How to Quick Pay an unpaid invoice
Quotes
6
How to create a Proforma Invoice
How to create an Estimate
How to create a Sales Order
How to process all quote types
How to create a Quote
See all 6 articles
Credit Notes
4
How to create a sales credit note
How to create a sales credit note directly from an invoice
How to allocate a payment to a credit note
How to allocate a sales credit note to an invoice
Unallocated Receipt
1
How to create a payment on account for a customer
Recurring Invoices
1
How to create recurring invoices
Recharge Costs
1
How to recharge costs
Settings
Reset account
1
Reset data in Clear Books
Organisation
5
How to complete your organisation or company details
Setting up keyboard shortcuts
How to send bulk attachments to your Clear Books account
Toggles Features Overview
Upload a logo to show on invoice
Account codes
4
How to add new account codes
How to add new account types
Account codes overview
How to edit accounts
Periods
2
Locking accounting periods
How to update financial reporting periods
Invoice themes
3
How to edit an Invoice Theme
How to create an advanced invoice theme
How to create a basic invoice theme
Invoice preferences
1
Transaction prefixes and numbering
Tools
Export
5
How to export data as a CSV
How to export contacts
How to create a restore point
How to schedule a backup
How to restore a Backup
Projects
3
How to add an alternative logo and contact details to an invoice
Projects Report comparison
How to create a project and apply to an invoice
Time Tracking
7
How to add a task
How to delete a task
How to edit a task
How to add a time sheet
How to add weekly time sheets
See all 7 articles
Journals
6
How to copy a journal
How to add recurring journals
Setting up reverse-on-date journals
How to use reverse on date journals for prepayments/accruals
How to add journals on a VAT return
See all 6 articles
Stock
4
How to set up and track stock
How to track stock items on invoices
How to use a stock/product item in a sales invoice
How to value/revalue stock
Import
10
How to import sales invoices
How to import bills
How to import stock items
How to delete import mapping
How to import from Freshbooks
See all 10 articles
Dividends
3
How to create dividends
How to make a dividend payment
How to issue/buy back/transfer shares
MMC Convert
1
How to import data from other accounting software via MMC Convert
User Settings
General
2
How to reset password
How to update your password within Clear Books
VAT
VAT Schemes
4
How to work out Flat Rate for Limited Cost Business
How to set up a custom tax scheme
How to switch from VAT cash accounting to invoice accounting
How to set up a VAT scheme
VAT return
9
How to change the HMRC entity
Establishing online submissions to HMRC of your VAT / EC Sales returns
How to create a VAT return
How capital expenditure goods are treated on the FRS
Declaring VAT on Payments
See all 9 articles
VAT comparison
1
VAT comparison Tool
VAT MOSS
4
How to create a customer enabled for VAT MOSS
How to create an invoice with VAT MOSS applied
How to edit a customer for VAT MOSS
How to apply VAT MOSS when not VAT registered
VAT Rates & Treatments
2
How to set default VAT rate & treatments
How to account for Reverse Charge and Acquisition Tax
Reverse transaction on VAT return
1
Reversing a paid Invoice
Fuel Scale Charge
1
Fuel Scale Charge
Videos
Getting Started
5
Clear Books Guide 1/5 - Changing your VAT scheme
Clear Books Guide 2/5 - Changing and adding reporting periods
Clear Books Guide 3/5 - Automating invoicing - emails and reminders
Clear Books Guide 4/5 - Invoice preferences and presets
Clear Books Guide 5/5 - Send invoices manually via email or mark as sent in person/by post
Accounting tip videos
7
An introduction to Value added tax (VAT) - video
An introduction to Profit and Loss statements - video
An introduction to invoice financing - video
An introduction to cashflow forecasts - video
The difference between overdrafts and loans - video
See all 7 articles
Clear Books Micro
1
Clear Books Micro Overview Video
Invoices
1
How to create an invoice (Video)
