When you import a statement for the first time you are required to map the columns on the statement file to the appropriate data fields in Clear Books. This mapping is then saved for future imports.

How to import a bank statement

If the layout of the columns change on a statement file then you will need to delete the mapping and re-map the columns to the appropriate data fields again. 

Also, in general, if you experience any problems preventing you from importing, or you experience problems with the statement format once it has been imported, please try deleting the mapping and re-importing.

Step 1.

Navigate Tools > Import  > Import Mappings.

impoert mappings

Step 2.

Click on the delete icon to the right of the appropriate bank account.

Once the bank account mapping has been deleted head back to the Money > Import Tool and re-import the bank statement using the bank import guide.

How to import a bank statement

For additional help, click here to view all our training options.

Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.

Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.