Clear Books

Managing Businesses 1

• How to add a new business

Account Settings 11

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

View all 11

User Profile 5

• How to reset password if you don't have access
• Update personal details or password

View all 5

Bank Feeds 6

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

View all 6

Bookkeeping 14

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

View all 14

CIS 15

• Construction Industry Scheme guide
• How to toggle on CIS

View all 15

Contacts 13

• How to add multiple contacts to a customer
• How to create a contact that is both a customer and supplier

View all 13

Dashboard 2

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

Dividends 2

• Creating and Managing Dividends
• How to make a dividend payment

Emails 10

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

View all 10

Fixed Assets 11

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

View all 11

Getting started 3

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

View all 3

Instant Bank Payments 1

• Instant Bank Payments Guide

Integrations 9

• AutoEntry integration
• Capitalise integration

View all 9

Sales Invoices 28

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

View all 28

Manage Import Files 12

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

View all 12

Manage Imported Statements 7

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

View all 7

Money 15

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

View all 15

Multicurrency 9

• Enable Muticurrency and customise currencies
• How to create a Multicurrency invoice

View all 9

Purchases 25

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

View all 25

Quotes 3

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

View all 3

Reports 7

• View graphs of financial data
• Trial balance report

View all 7

Self Assessment 3

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

View all 3

Settings 11

• iCal Feed
• How to add new account codes

View all 11

Tools 18

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

View all 18

VAT 26

• Flat rate for a limited cost business
• How to set up a custom tax scheme

View all 26

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

Payroll set up 4

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

View all 4

Payroll processing 13

• How to process payroll
• Real Time Information submissions

View all 13

Auto enrolment 5

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

View all 5

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

View all 5

Payroll manual 1

• Clear Books Payroll manual

Clear Books HR 1

• Clear Books HR manual

General 7

• How to create and use an account template
• How to add a new client account

View all 7