Question asked by Leslie Foster 9 years ago
I am testing Clearbooks and am so far puzzled by the workflow for credit cards.
I set up a credit card via the add bank account option.
What do I do next? For each credit card transaction I raise a bill?
Any help much appreciated.
You can then quick pay a bill: https://www.clearbooks.co.uk/support/guides/payments-purchases/allocate-a-payment-against-an-unpaid-bill-quick-pay/
You could also import a bank statement and explain the transactions from there: https://www.clearbooks.co.uk/support/guides/bank-import-tool/how-to-import-bank-statement-data-into-clear-books/
Best answerEither that or do a 'money out' transaction from the credit card a/c.
You can then quick pay a bill: https://www.clearbooks.co.uk/support/guides/payments-purchases/allocate-a-payment-against-an-unpaid-bill-quick-pay/
You could also import a bank statement and explain the transactions from there: https://www.clearbooks.co.uk/support/guides/bank-import-tool/how-to-import-bank-statement-data-into-clear-books/
Best answer
You must 