Question asked by LFR Treasurer 5 months ago
I'm the treasurer of a small running club (so unfortunately have limited accounting acumen). We collect a lot of our payments through GoCardless, and I'd like to import statements from this into Clearbooks.
To do this, I currently download a .csv file from Gocardless, do some reformatting and manually upload to Clearbooks. But I feel there must be a better way - is it possible to link the accounts directly, as with using Yodleee to link to a bank account?
Any guidance on how to do this would be much appreciated.
Thank you Alex