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.


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