Importing Accounting Data
There are a number of options available to get your historical accounting data set up on Clear Books.
Manageable volume of transactions
If you have online banking you can import your bank statements into Clear Books and explain all the transactions. This will populate your monthly income and costs and also ensure your bank balances reconcile.
If you do not have online banking you can manually input the data to re-create a bank statement and then follow the same procedure.
Help Article: Bank Import Tool 
PDF Invoice Template
- New PDF Invoice Template
- Getting Started
- Note on Updates
New PDF Invoice Template
Our new pdf invoice template has been integrated into Clear Books. We wanted a professional invoice design that was conservative on ink usage. The invoice retains features of our previous invoice template such as a bespoke company logo and contact details, option to display payment details, and all necesary fields for a valid VAT invoice.
Getting Started
Getting started quickly with Clear Books is a simple process. First complete your organisation details; second set up your bank accounts and credit cards; third start importing bank statement data; and the final step is to tell the accounts system about each transaction on the bank statement.
For example if you have a payment on your bank statement, you will need to tell the system who you paid, what the VAT rate was and what type of expense the payment was.
- Help article
- How to get started
- Menu navigation
- Home > Dashboard
- Links
- Dashboard
Let us look at these steps in more detail…