Clear Books

1. Integrate Clear Books with AutoEntry 1.1 Using an existing AutoEntry account 1.1.1 Navigate to Settings > Organisation > Details & Tax. 1.1....

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. 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. 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...

What is Stripe? Stripe is an online payment system that you can use to collect payments from your customers. How do I set up Stripe in Clear Books? ...

Paypal can be used to collect payments from customers. An internet bank account for Paypal must be set up first. Step 1. Navigate Money > Bank accou...

This tool automatically imports transactions and can create entities automatically from your Paypal merchant account. This feature supports Paypal business ...