Clear Books

TABLE OF CONTENTS 1. Integrate Clear Books with AutoEntry 1.1 Using an existing AutoEntry account 1.1.1 Navigate to Settings > Configure system > ...

Table of contents 1. Introduction 2. Cash insights 2.1 ‘Days cash on hand’ calculation 2.2 Aged Debtors 3. Financing 4. Adding a loan account in Cl...

The CashFlows integration allows you to pay multiple unpaid bills, imported from Clear Books, for a specific supplier. You will require a CashFlows acco...

Table of Contents 1. Introduction 2. Export account codes from Clear Books and import into Dext Prepare 3. Map account codes in Clear Books to account...

Table of Contents 1. Introduction 2. Toggle on GoCardless in Clear Books 3. Settings 4. Mandates 4.1 Request a mandate from an invoice 4.2 Request ...

iPages is a comprehensive eCommerce sales and inventory management solution. They have developed an integration with Clear Books that allows users to export...

Table of Contents 1. Set up a PayPal bank account 2. Automatically import PayPal transactions 3. Add a PayPal 'Pay Now' button to statements ...

Table of Contents 1. Introduction 2. Initial setup 2.1 Enabling the integration  2.2 Introduction page to the feature 2.3 Clear Books consent 2.4 S...

Table of Contents 1. Introduction 2. Connect your account with Stripe 2.1 How the imported statements appear in your account 3. How to collect a paym...