Bank feeds

How to set up automatic bank feeds
Integrate your Clear Books account with your bank to quickly and easily import your bank transactions using bank feeds. The bank feed integration is a servi...
Wed, 1 Apr, 2020 at 3:25 PM
How to reconnect a legacy bank feed
As of the 13th March 2020, Clear Books’ bank feeds have been replaced by new direct feeds using Open Banking, provided by a third party called Plaid. If you...
Wed, 1 Apr, 2020 at 3:24 PM
Bank feed FAQs
To re-connect your legacy feed please see the guide below: How to reconnect a legacy bank feed  If you are adding a new feed please see the guide be...
Wed, 1 Apr, 2020 at 4:03 PM
Pending vs Posted transactions
When transactions are imported into Clear Books via bank feeds, the transaction dates shown on the imported statement are the posted dates. How to set u...
Wed, 25 Mar, 2020 at 4:33 PM
Bank feed status
Status last updated 03/04/2020. This page displays the status of all known bank feed problems as confirmed by our provider. There is a general error r...
Fri, 3 Apr, 2020 at 4:52 PM