Manage Money

How to make a copy of your bank statement
If you want to add your bank transactions to Clear Books, you can simply create a copy of your bank statement within your Clear Books account. Alternat...
Fri, 14 Feb, 2020 at 3:36 PM
How to record cash transactions
To record petty cash expenditure in Clear Books the first requirement is to set up a petty cash account. Once you have done this you can record the cash in ...
Fri, 14 Feb, 2020 at 3:37 PM
How to record transfers between bank accounts
If you import a statement you can explain transfers on the imported statement as an alternative.  Step 1. Navigate to Money > Bank accounts. S...
Fri, 14 Feb, 2020 at 3:37 PM
Manage Money Options
The manage money options are listed on the Money > Bank accounts menu and can be used for each bank account you have created within Clear Books.  ...
Fri, 21 Feb, 2020 at 12:21 PM