Help Article

FreshBooks Import Tool Guide

Steps

1. Login and set up your FreshBooks API access.

2. Add your FreshBooks API url and key to your ClearBooks account.

3. Import your Freshbooks Invoices or Clients.

Help Article

Paypal Import Tool Guide

Steps

1. Login and set up your Paypal account

2. Setup a Paypal internet payment bank account in your Clear Books account

3. Import your Paypal transactions

Help Article

Setting up opening balances

Links
Getting Started

Steps

1. Navigate Settings > Getting Started

Bank Account Balances

Enter the opening balance for each bank account

Debtors

Enter opening debtor balance

Creditors

Enter opening creditors balance

Other Balances

Enter positive or negative amounts for each account on balance sheet

Help Article

Editing and viewing paid invoices

Links

Paid Invoices

Steps

1. Navigate Sales > Invoices >Paid Invoices

2. Filter invoices by date or contact

3. Click on the  invoice number of invoice to be edited or viewed

4. Click Edit

5. Amend invoice details and click Update

Help Article

Setting up VAT rates

Links

Manage VAT Scheme

Steps

1. Navigate Settings > Organisation > Manage VAT Scheme

2. Complete or enter details of new VAT Scheme

3. Click Update or Add

Deleting A VAT Scheme

Click the Delete Icon

Help Article

Viewing and deleting recurring invoices

Links

Recurring Invoices

Steps

1. Navigate Sales > Invoices >Recurring

2. Filter recurring invoices by date or contact

Delete A Recurring Invoice

1. Click on invoice number of recurring invoice to be deleted

2. Click Delete Template

3. Check recurring invoice appears as voided

Help Article

Adding A New Bank Account

Links
Banking

Steps

1. Navigate Money > Banking, click New Account

2. Choose to add a bank account as the type of account

3. Fill in the bank account details and click confirm account

4. Check that the new bank account appears on the money screen

Help Article

Using Alternate Logos For Projects

Links

Toggle Features

Projects

Steps

1. Navigate Home > Toggle Features and toggle on Project Invoices / Project Invoice Items

2. Navigate Reports > Projects

3. Create a new customer invoice and select the project with the correct logo

Help Article

Placing payment on account

Links

Money In

Steps

1. Navigate Sales > Money In

2. Enter the details of the payment, click Confirm Payment

3. Unallocated payments screen appears

Help Article

Checking transaction limits

Links
Subscription

Steps

Option 1

Check Transaction Counter to the top right of the Clear Books system

Option 2

1. Navigate home > Subscription

2. Check Transactions Left figure