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