Step 1.


Navigate to Tools > Integrations > Other integrations. 


Other integrations

Step 2.


From the selection, choose Import bills for purchase invoices.



If you have a mix of both bills and expenses you can import bills first and choose which items to import in step 5. Once this is done you can import expenses and import the remaining items.


Step 3.


Select the appropriate Receipt bank account in the Import data from this remote user drop down field. Select the appropriate Clear Books account in the Target company drop down field.


Importselect RB


Step 4.


Select a date to show items from Receipt Bank after a specific date if appropriate. Also, choose whether to import receipt scans as attached files.


import bills


Step 5.


Assign an account manually to each item. This can be automated by mapping the categories in Receipt Bank to the account codes in Clear Books.




Step 6.


Select which items to import and hit the Import selected items button.



Please note: You will only be able to select other currencies if you have the multicurrency feature enabled.


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