As of the 13th March 2020, Clear Books’ bank feeds have been replaced by new direct feeds using Open Banking, provided by a third party called Plaid. If you created a bank feed before this date you will need to relink your existing legacy bank feed as described in this guide. Legacy bank feeds were previously called Yodlee bank feeds.

 

If you have never set up a feed in the past or want to create a new feed, follow this guide: 


How to setup automatic bank feeds 


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 Money > Bank accounts menu and once there click on the manage bank feeds button


 

Step 2.

 

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


 

 

Your legacy feeds will be shown with a message that they are disconnected, and a marker icon that they were a legacy Yodlee feed.  Click on the Reconnect button below the feed you want to reconnect. 


 

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 3.

 

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 4.


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 5.

 

You will now be returned to Tools > Integrations > Bank Feeds and can see all your feeds on screen. 

 

Once reconnected, your legacy feed will be removed. 

 

To restart the feed and import your transactions that happened since your last import, 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.  The start date of this will default to the date of the last transaction you have imported from your legacy feed. You can override this if need be by changing the date in the field, however, we strongly recommend you keep the default date. 

 

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 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


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