Take a free trial of Clear Books Or take a look at our new product Clear Books Micro

Importing bank statements

Problem reported by Tony Blake 3 weeks ago

One of my clients has an automatic inter-account transfer arrangement with their bank. For some strange reason that sometimes produces zero transactions. However, when uploading a csv file which contains a zero transaction Clearbooks seems to find it necessary to enter an amount. This creates a false entry and a discrepancy between Clearbooks and the bank statement, which is difficult to track down when it later becomes apparent.

Why does Clearbooks behave this way? Can it not accept a zero transaction amount?

1 Reply

Hi Tony,

Unfortunately, we do not support zero transactions. I would advise simply deleting those lines as they have no impact on the statement at all.

All the best,

Mohamed.

Reply to this problem

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are