Create rules to automatically explain imported bank statements

Guide Information

  • Difficulty: Beginner
  • Estimated Completion Time: 5-10 minutes

  • Requirements:
    • Bank accounts setup

This video shows you how to set up and use import rules on the bank import tool.

Rules can save you a lot of time; by learning what different items on your bank statement are, Clear Books can automatically select the correct supplier/customer name, accounting category, VAT rate and other details.