Bank Feeds

Automatic bank feeds guide
Table of Contents 1. Introduction 2. Bank feed set up 2.1 Navigate to Bank Feed menu 2.2 Clear Books Consent 2.3 Add feed 2.4 Third party consent ...
Wed, 4 Sep, 2024 at 3:29 PM
How to add a Revolut bank feed
Integrate your Clear Books account with Revolut to quickly and easily import your bank transactions using bank feeds. The bank feed integration is a service...
Mon, 28 Jun, 2021 at 12:45 PM
Integrate your Clear Books account with your Tide bank account
Clear Books & Tide Easy-to-use online accounting software for small businesses. How does it work? Integrate your Clear Books account with yo...
Thu, 17 Dec, 2020 at 4:42 PM
How to reauthenticate your bank feed
From time to time you will need to reauthenticate your bank feed under open banking regulations. This guide describes how you can do this in Clear Books. ...
Wed, 9 Aug, 2023 at 2:04 PM
Metro Bank Import Guide
Table of contents 1. Obtaining a statement from Metro Bank 2. Importing the Statement file 2.1 Select account 2.2 Upload file 2.3 Map file to fiel...
Tue, 2 Aug, 2022 at 7:15 AM