Integrate your Clear Books account with Revolut 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 add a Revolut bank feed and how to link the Revolut bank feed to a Clear Books bank account. 

 

Once the Revolut feed is linked to a bank account in Clear Books, a statement will be imported into Clear Books. The transactions on this statement 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: 


How to explain bank transactions

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 click 'Next', and then read and accept the consent by clicking on the 'I Agree' button.


 

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. Click Continue.

 

Your consent will last for 90 days, and Clear Books will prompt you when you need to provide consent again.


Step 5.


Click on the Revolut logo.

 

Step 6.


At this stage you will need to tell Revolut that you would like to allow Plaid access to your appropriate accounts.


There are 2 authentication options, the QR code option will require that you have your Revolut's mobile app on your smart phone and the desktop option which will require you to allow access via a bank portal (within a pop up which will be shown). When either option is complete you will need to return to Clear Books to complete the process as shown in step 7.


The QR code authentication option will appear by default, however, you can switch to the Desktop authentication option by using the link at the bottom.




QR code authentication


Scan the QR code with your phone's camera and a notification will be displayed.

 

Click on this notification and it will then trigger Revolut's mobile app to be opened. You will then need to log in to the bank's app and you will be greeted with a menu asking you to confirm the accounts that you would like to allow Plaid to access.


Return to Clear Books to complete the process as shown in step 7.



Desktop authentication


Click on the ‘Continue to Revolut’ button.

 

You will be redirected to a Revolut sign in form requiring you to select either a ‘Personal’ or ‘Business’ account and to enter your phone number associated with your Revolut account.


 

Enter the 4 digit code number that you use to access the Revolut app on your phone.


Now enter the 6 digit code number that Revolut has sent to your phone.


Now select the accounts you would like to grant Plaid (our third-party bank feed provider) access to read your accounts information.


Step 7.

 

You will now be re-directed back to Clear Books, select the accounts you would like to set up the feed for. Click 'Continue' to complete.


 

Step 8.

 

You will then be sent back to a linking page to link your feed to a Clear Books bank account. 

 

Select your bank account and a start date for all feeds. If you have not created a bank account, select the ‘Add new account’ option in the Bank account drop-down field. Click on the 'Link' button.

 

 

You will be returned to the 'Manage bank feeds' page and your feeds are displayed. 

 

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.


Once you have connected your feed, or if you are having any problems with this process, please see our comprehensive list of our most frequently asked questions.


Bank feed FAQs 

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


Contact Clear Books Support


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