Clear Books

Getting started 3

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

Bookkeeping 16

• How to refund a customer over payment
• How to refund a supplier over payment
• How to process transactions from an online payment system
• How to pay interest on a loan payment
• How to create a Hire Purchase

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Settings 12

• iCal Feed
• How to add new account codes
• How to add new account types
• Account codes guide
• How to edit accounts

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Dashboard 2

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

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

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Contacts 23

• 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

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Integrations 34

• How to integrate Clear Books when registering a new AutoEntry account
• How to process and publish sales into Clear Books from AutoEntry
• Introduction to the AutoEntry + Clear Books integration
• How to process and publish purchases into Clear Books from AutoEntry
• How to integrate Clear Books with an existing AutoEntry account

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Money 23

• Auto Code Guide
• Auto Explain Guide
• The Bank Explain screen overview
• New Bank Explain tool
• What is the bank explain process?

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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

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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

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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

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Sales 31

• 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

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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

Tools 41

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

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