Receipt Bank is a time-saving tool that can extract the key information from your invoices, bills, and receipts and store them in the cloud.

Find out more about Receipt Bank

Clear Books provide an integration with Receipt Bank, giving you an easy way to pull in the necessary data from Receipt Bank, reducing the amount of manual data entry you have to do within your Clear Books account.

How to use the Receipt Bank integration

Step 1.

Navigate to Tools > Export.


Step 2.

Select a period or use the From/To fields to select a custom date range. In the Data type drop-down field select Account Codes. Tick the checkbox to Download File and hit the Go button.


Step 3.

Log in to your Receipt Bank account.

Step 4.

Navigate to Preferences > Maintain Lists > Categories.

Step 5.

Add a new list via CSV and select the account code list file exported from Clear Books.

add accountlist

Technical support is available from Monday to Friday, 9 - 5.

How to contact support within Clear Books

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.