MTD Software
Log in


How to setup the GoCardless integration

Quick step guide

  1. Navigate to Settings > Organisation > Toggle Features

  2. Enable GoCardless

  3. Head to Tools > GoCardless

  4. Create a GoCardless account

GoCardless is only available for accounts where the base currency is set as GBP (£).

Step 1.

Navigate to Settings > Organisation > Configure system > Toggle Features .

Step 2.

Tick Screenshot_1the checkbox labeled ‘GoCardless’.

Step 3.

Go to Tools > Integrations > GoCardless and select one of the three options.

Step 4.

Click the Screenshot_6.3 button.

Step 5.

Set up a GoCardless account following the next few steps below, or log in with existing GoCardless credentials. Click  Screenshot_6.5.


Step 6.

Fill out bank account details and click the Screenshot_6.4 button.


Step 7.

Click the Screenshot_6.5 button.

Step 8.

When GoCardless has been successfully set up, the system will create a new bank account on the Money > Bank accounts menu (called GoCardless by default). All payments via GoCardless will be received into this account.

Still need help?

Ask a question on the network and let the community assist.

Or see if you would be interested in any of our training sessions

Clear Books is proudly registered with the Financial Conduct Authority as an Account Information Services Provider (register no. 843585).