Linking your Clear Books account to your Receipt Bank account makes importing your scanned invoices and receipts quick and simple.
Receipt Bank saves you from having to keep piles of paper by taking all of your invoices and receipts and storing them permanently in the cloud. You can then easily add these as attachments to your bills, invoices or expenses in Clear Books, keeping everything securely together.
Visit Receipt Bank for more information.
This overview shows the steps you should take to make the most of the Receipt Bank Integration.
1. Export your Account Codes used in Clear Books and import them into your Receipt Bank account. This will help keep a consistency between the two software.
2. Map your account codes in Clear Books to the account codes from Receipt Bank. This will mean that expenses and bills you import in future will be automatically coded.
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