Once you have linked your client account to your client's Clear Books Micro account you can begin importing data.

Step 1.

Login to Clear Books.

Step 2.

Click on the Partner module in the top menu bar.

Step 3.

Head to the Clients > Client overview menu.

Step 4.

Click on the Import link under the Actions column.

While the data is importing the status will update to Import pending in the Actions column.

When the import has completed the date and time of the import will be updated in the Last import from Clear Books Micro column.

Once data has been imported into your Practice Edition, all transactions that have been imported will display an import date in the client's Clear Books Micro account under the Sent to accountant column. This column appears on the Sales invoices, Bank receipts and Expenditure menus.