Manage Money

How to recreate a bank statement in Clear Books
It is possible to recreate your bank statement within Clear Books using our recreate statement tool. This tool will let you manually input lines from y...
Fri, 13 Mar, 2020 at 10:15 AM
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