Bank Accounts

How to delete a payment from a bank statement
Clear Books allows individual payments to be deleted off bank statements.   Step 1. Navigate Money > Bank Accounts and click on the required bank...
Thu, 21 Jun, 2018 at 3:37 PM
How to view bank statements
The bank statement page provides an overview of all payments and receipts across a certain period associated with a bank account. Step 1. Navigate t...
Thu, 21 Jun, 2018 at 3:37 PM
How to set up a new bank account
You are able to set up multiple bank accounts within Clear Books to record the business's cash inflows and outflows. Step 1. Navigate to Money >...
Tue, 3 Jul, 2018 at 11:32 AM
Setting up a director's loan account
If a director lends (or borrows) money to (or from) the company, this is accounted for by creating a special, directors loan account in Clear Books. Ste...
Thu, 21 Jun, 2018 at 3:37 PM
How to add a new bank account
Step 1. Navigate to Money > Bank accounts. Step 2. Click on the Add account button. Step 3. Choose the appropriate type of ...
Thu, 21 Jun, 2018 at 3:36 PM