Navigate to Money > Bank accounts and click on the Transfer link on the account you wish to transfer the money from.
Fill out the transfer form.
From bank account: Select the bank account to make the transfer from.
Transfer amount: The amount to be transferred between your bank accounts.
Description: Description of the transaction.
Bank date: The date this transfer occurred.
Once all the details are entered, click the Transfer money button to explain the transfer.
Select the account the money is being transferred to in the Transfer to drop-down box. Click the Confirm transfer button to complete.
Explaining transfers in Clear Books updates the balance on the account receiving money and the account sending money.
Technical support is available from Monday to Friday, 9 - 5.
We also welcome you to 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.