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How do I integrate with ClearBooks?

custom_only.pngIt’s simple to integrate your Receipt Bank account with your ClearBooks account but, unlike our other integrations, this is done from within ClearBooks.

First you’ll need to login to your ClearBooks account, then follow these instructions:

1) Go into the ‘Tools’ menu

2) Click on the ‘Add-Ons’ tab

3) Select ‘Integration’

 

4) Select Receipt Bank and follow the on-screen instructions

 

Please note that this integration is managed by ClearBooks so they are in a better position to provide support - you can access their help centre here: https://www.clearbooks.co.uk/support/guides/integrations/receipt-bank-integration/

Here is also a link to ClearBooks'blog explaining how to manage publishing: https://www.clearbooks.co.uk/blog/clear-books-integration-with-receipt-bank/

 

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