Import

How to import a CSV bank statement
Log into your bank account online and navigate to the statements page. Select the date range that you wish to download the statement for and export the stat...
Mon, 30 Apr, 2018 at 11:52 AM
How to delete a bank statement mapping
When you import a statement for the first time you are required to map the columns on the statement file to the appropriate data fields in Clear Books. This...
Mon, 30 Apr, 2018 at 11:55 AM
How to Narrow results on an imported statement
The narrow results feature allows you to remove unexplained transactions on an imported statement outside of a defined date range. Step 1. Navigate ...
Mon, 30 Apr, 2018 at 3:48 PM