Step 1.

Log in to your Receipt Bank account.

Step 2.

Navigate to Preferences > Maintain Lists > Categories.

Step 3.

Make sure the correct list is selected in the drop-down field.

cetegory list RB

Step 4.

Log back into Clear Books and head to Tools > Integrations > Other integrations.

Other integrations

Step 5.

Click on either Import expenses or the Import bills button.

Step 6.

Choose the Receipt Bank account and the Clear Books account.

Importselect RB

Step 7.

Click on the Edit default account mappings button.

Step 8.

Map the categories imported from Receipt Bank (shown in the column on the left) to the account codes within Clear Books using the drop-down fields. Once complete hit the Save button at the bottom.

mapping categories

The Account drop down field will populate automatically based on this mapping. This mapping will be saved for all future imports of either bills or expenses.

import RB expenses