Step 1.

Navigate to Tools > Import > Overview.

Step 2.

Click on Bill payments.

Step 3.

Select a bank account, then drag and drop or select the .csv file with the Bill payments you wish to add.

Note that a template is provided below this which you copy your data into, to make sure the data uploaded is in the correct format.

Step 4.

Now match the columns of the spreadsheet to the mappings on Clear Books. Note the required column headings. Click on Import.