Introduction

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.

Once established the feed will automatically update four times a day. Below is a step by step process on how to add your feed.

For a video demonstration on setting up a bank feed, you can watch the relevant chapter in our "Clear Books Free MTD for Income Tax demo" video here.

Step 1.

On the Dashboard click on the “Set up Bank Feeds” button.

Step 2.

A pop-up will appear requesting your consent for Plaid, our third-party provider, to access your bank data and share it with Clear Books. Please click "Continue."

Step 3.

Select your bank’s logo if you have a business account with that bank. If your bank’s logo is not shown, search for it by name.

Step 4.

Upon selecting your bank, instructions from your bank will appear. These instructions, which vary by bank, may open in a new browser tab or window, or they may require the use of your bank's mobile banking app.

Follow these instructions to complete your bank's authentication process.

After authentication, you will need to choose the account from which you wish to feed statements into Clear Books.

Step 5.

You will be redirected to Clear Books to complete the bank feed setup. From the "Bank account" dropdown, choose "Add new account."

Select the desired start date for importing income and expense transactions.

Finally, click "Link" to finish the process.