Integrate your Clear Books account with your bank to quickly and easily import your bank transactions using bank feeds. The bank feed integration is a service provided through a third party called Plaid.


This guide describes how to set up the integration, how to add a bank feed and finally, how to link the feed to a Clear Books bank account. If you have already set up bank feeds and would just like to add an additional bank feed, you can skip to Step 3.


Once the feed is linked to a bank account in Clear Books, a statement will be imported into Clear Books. The transactions will appear under the Money > Bank accounts menu, under the heading Imported statements that need explaining. Explaining transactions is described further in the guide linked below: 


Explaining Transactions


Once you have connected your feed, or if you are having any problems with this process, please see the guide below for a comprehensive list of our most frequently asked questions:


Bank feed FAQs

Step 1.


To set up your first bank feed, navigate to the Tools > Integration > Bank Feeds menu.


Step 2.


Read the initial introduction on how the bank feeds work, and then read and accept the Consent.



Step 3.


Now you can begin setting up your first bank feed; click on the Add feed button.


Step 4.


A pop up will appear explaining that you are giving consent to Plaid, our third party provider, to access your bank data and share it with Clear Books. Your consent will last for 90 days, and Clear Books will prompt you when you need to provide consent again. Click Continue.


Step 5.


Select your bank. Select your bank’s logo if you have a business account with that bank. Specific instructions for that bank will be displayed - verify that the correct account type is shown, and if you have a different account type than is shown, you may need to search for it.

 

If your bank’s logo is not shown, search for it by name.


 

After selecting your bank, you will see instructions from your bank. Each bank’s instructions will be a bit different; this will usually open in a new browser tab or window, or may require you to also use your bank’s mobile banking app.

 

Follow the instructions provided by your bank to complete their authentication process.

 

Depending on your bank, they may require you to complete additional steps, such as selecting the accounts you'd like to share access for, enter an SMS they send you, enter your card PIN, or to use your card reader device.  Some banks even let you add a short description for your own reference.

 

Once this is done return to Clear Books.

Step 6.


Your accounts will be displayed, similar to the image below, but in a colour similar to that of your bank’s brand. Again, select the accounts you would like to set up the feed for. Click Continue to complete.


Step 7.


You will be returned to Tools > Integrations > Bank Feeds and your feeds are displayed. 

 

To start the feed and import your historic transactions, link your new feed to the appropriate Clear Books bank account.



Click on the Link to an account text to link the bank account from the feed to the appropriate bank account in Clear Books. This will define which Clear Books account, listed under Money > Bank accounts, will receive the transactions from this feed.

 


Select the Clear Books bank account from the dropdown list then select a start date. Transactions on or after this date will be imported. If you need to create a bank account in Clear Books to receive the transactions, follow this guide: 


How to add a new bank account 

 

Once established the feed will automatically update four times a day. 


When the feed has been successfully added, a statement will be imported into Clear Books and appear on the Money > Bank accounts menu. Click on the statement to begin explaining the transactions.


To learn more about explaining transactions, see the guides in the folder below: 


Explaining Transactions


Once you have connected your feed, or if you are having any problems with this process, please see the guide below for a comprehensive list of our most frequently asked questions:


Bank feed FAQs


Technical support is available from Monday to Friday, 9 - 5.


How to contact support within Clear Books


We also welcome you to visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.