How do I start again

Question asked by Sheila 1 week ago

I've made a right mess of everything. I want to start again. How do I remove all my manual expenses please?

5 Replies

Thank you Tommy. I thought I was doing well but for some reason the undernoted has come up when I'm inputting to clearbooks but it is a business account and I am a landlord?

NatWest - Business - CurrentAccount0000 is a bank account. Clear Books thinks that Rental income is not normally associated with a bank account. Please change the Account or To/From. To ignore this warning resubmit this form.

Please advise

Hi Sheila,

You can reset your account by hovering over your business name (top right) > Settings > Reset account.

Please note: this will delete all transactions in the account.

Tommy

Thank you Tommy. I thought I was doing well but for some reason the undernoted has come up when I'm inputting to clearbooks but it is a business account and I am a landlord?

NatWest - Business - CurrentAccount0000 is a bank account. Clear Books thinks that Rental income is not normally associated with a bank account. Please change the Account or To/From. To ignore this warning resubmit this form.

Please advise

Hi Sheila,

No problem, and when explaining the rental income, you should type the name of the tenant in the To dropdown. This system will then create this as a new 'customer' where you can select this contact for any future income.

For further guidance with screenshot examples, please see: How to explain income and expenses on an imported statement

Tommy

Thanks Tommy. Just done it again and my bank is the same as my clear books now so I'm happy - for now. This just might be the death of me!!!! Thanks very much for your help

No problem at all Sheila - you're very welcome!

Tommy

Reply to this question

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