Integrations

How to set up a PayPal bank account
Once you have setup a Paypal bank account and linked this to your Paypal account, you can use our guide linked here, to import statements directly from Payp...
Thu, 30 Nov, 2023 at 2:59 PM
How to import expenses from Dext Prepare
Dext Prepare is a time-saving tool that can extract the key information from your invoices, bills, and receipts and store them in the cloud. Find out mo...
Tue, 28 Nov, 2023 at 3:54 PM
How to map Dext Prepare categories to account codes
Dext Prepare is a time-saving tool that can extract the key information from your invoices, bills, and receipts and store them in the cloud. Find out mo...
Thu, 30 Nov, 2023 at 2:49 PM
How to export your account codes and import into Dext Prepare
Dext Prepare is a time-saving tool that can extract the key information from your invoices, bills, and receipts and store them in the cloud. Find out mo...
Thu, 30 Nov, 2023 at 2:52 PM
How to import bills from Dext Prepare
Dext Prepare  is a time-saving tool that can extract the key information from your invoices, bills, and receipts and store them in the cloud. Find out m...
Thu, 30 Nov, 2023 at 2:47 PM
Dext: Prepare with Receipt Bank integration guide
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...
Thu, 30 Nov, 2023 at 3:03 PM
Using Dext Prepare as a Clear Books Partner
Dext Prepare is a time-saving tool that can extract the key information from your invoices, bills, and receipts and store them in the cloud. Find out mo...
Mon, 4 Oct, 2021 at 6:18 PM
How to pay your bills using the Revolut integration
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...
Thu, 26 Oct, 2023 at 3:49 PM
How to collect a payment via Stripe
The Stripe integration allows your customers to pay you directly from the Clear Books invoices you issue them. Successful payments automatically mark these ...
Thu, 24 Jun, 2021 at 3:12 PM
How to connect your account with Stripe
With Stripe, your customers can pay for invoices you send them, and you can import all your Stripe transactions directly into Clear Books. You must have a S...
Mon, 12 Jun, 2023 at 10:07 AM