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.


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.


If you’re a Clear Books customer, all you need to do is simply link your account to your Receipt Bank account to begin importing your scanned invoices, bills and receipts efficiently.

Step 1.


Navigate to Tools > Export.


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.


exportaccounts

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


For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


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