Clear Books Support

An imported statement can be used to allocate receipts and payments to unpaid invoices and bills. This guide demonstrates how to allocate a payment on an im...

Once you have imported a statement you will need to explain each payment and receipt. This demonstrates how to explain a payment on the imported statement, ...

An imported statement can be used to reconcile manually paid invoices with receipts on an imported statement. Invoices can be manually paid using the alloca...

Once you have been imported your bank statement you will need to begin explaining each payment and receipt. This guide demonstrates how to explain eithe...

This guide covers payments on account of both sales and purchases when explaining imported bank statements.  You can also create manual payments on account ...

There are different processes to delete transactions on an imported statement depending on the type of transaction, however, in all cases when the transacti...

An imported statement can be used to allocate receipts and payments to unpaid invoices and bills. This guide demonstrates how to allocate a receipt on an im...

Use the Mass update with care, there is no undo action. You can create a restore point before running a mass update so that if there are any mistakes the ac...

Explaining transfers in Clear Books updates the balance on the account receiving money and the account sending money.  If you import statements for diff...

The Bank Explain screen provides a variety of methods to explain bank transactions. This screen can be accessed with two methods, either by explaining trans...