Once you have been imported your bank statement you will need to begin explaining each payment and receipt.


This guide demonstrates how to explain either a payment or receipt as a transfer of money from one bank account to another.


Step 1.


Navigate to Money > Bank accounts.


Bank accounts


Step 2.


Click on the Explain link for the appropriate imported bank statement.



Step 3.


Select the item you want to explain and click on the amount.



Step 4.


Click on the Transfer tab. Select the bank account the money is being transferred from for receipts and the bank account the money is being transferred to for payments.




Step 5.


Hit the Confirm transfer button to complete.



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.