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


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