Integrations
1. Integrate Clear Books with AutoEntry 1.1 Using an existing AutoEntry account 1.1.1 Navigate to Settings > Organisation > Details & Tax. 1.1....
Fri, 22 Aug, 2025 at 10:37 AM
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...
Fri, 22 Aug, 2025 at 12:39 PM
The CashFlows integration allows you to pay multiple unpaid bills, imported from Clear Books, for a specific supplier. You will require a CashFlows acco...
Fri, 22 Aug, 2025 at 10:50 AM
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...
Wed, 24 Sep, 2025 at 4:13 PM
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 ...
Fri, 22 Aug, 2025 at 12:36 PM
iPages is a comprehensive eCommerce sales and inventory management solution. They have developed an integration with Clear Books that allows users to export...
Fri, 22 Aug, 2025 at 10:39 AM
Table of Contents 1. Set up a PayPal bank account 2. Automatically import Paypal transactions 3. Add a Paypal 'Pay Now' button to statements ...
Fri, 26 Sep, 2025 at 3:24 PM
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...
Fri, 22 Aug, 2025 at 12:38 PM
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...
Fri, 26 Sep, 2025 at 3:17 PM