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 ac...
Sun, 16 Sep, 2018 at 10:04 AM
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. Below are some guides rela...
Wed, 20 Mar, 2019 at 3:01 PM
How to set up and use 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. Step 1...
Wed, 20 Feb, 2019 at 4:02 PM
How to add a new bank account
Bank accounts allow you to explain payments to pay off invoices, to transfer money to other bank accounts or to keep as unallocated cash to pay invoices in ...
Thu, 25 Jul, 2019 at 8:15 AM