SOLE TRADER - HELP

Hi Simon,

No problem at all, and unfortunately, we are unable to advise on the account code I'm afraid. If there isn't a default account code, you can create your own custom code under Settings > Account codes > Create account code.

Otherwise, you can mark the transaction as a personal one, or select Drawings which will have the same effect and exclude this from your Quarterly calculations.

Tommy

Tommy

Many thanks, I had already input the transaction explanations so I couldnt at first see how to input attachments, finally I have realised you have to click on the blue highlighted text in the details to edit the transactions :)

Im on the home stretch, I hope:

What Account code would you assign to a refund payment , for example from HMRC, I have gone through all account codes in settings? as the software says it is unassigned.

Best regards

Simon

Simon

Hi Simon,

For 1 and 2, when explaining the bank statement, you can click Manage Attachments to attach the PDF, please see the example below:

For your Clear Books subscription invoices, you can find this under the Building icon (top right) > Subscriptions > Billing history.

Tommy

Next lot of queries!

1)As I create manual invoices to my clients and I am staying with this method! how do I input them (they are PDF's) so they can be tied in with the bank statements. 2)Ditto with regard to expenses such as bank charges, internet access, phone bills, they are all PDF's. 3)Do I have to input the invoices for Clear Books, as the bills are paid from the business account, BUT I do not have any invoices from clear books, I have checked my emails etc. I presume they are buried somewhere in the website?

Please understand I am not being lazy, I have spent the best part of 2 days trying to use the software (prior to which I spent a full day just getting the software to link in with HMRC), I have read through what help guides I can open (Using windows 11) and watched youtube videos, but everything I seem to be struggling with is either not explained (it is assuming you know) or its my lack of understanding!

Best regards

Simon

Hi Simon,

No problem, do let me know if you have any issues with the above.

You can access the support number by clicking the ? icon at the top right. We kindly ask that you do not share this support phone number publicly.

Thank you for your understanding.

Tommy

Tommy

Thank you for your prompt reply.

But, What is the telephone number as the only one I can find is 0844 816 0616 which is a premium rate number, I cannot find any numbers on this website?

I will try and work through the solutions you have given above, but to be honest they still dont make sense!

Best regards

Hi Simon,

Our support line is a standard local London number.

1. Yes, you should click the Person icon on the right hand side to mark these as personal transactions which will be excluded from the Quarterly calculations.

2. In this case, you must head to Dashboard > Bank accounts > Add account > Select Owner's funds account. Once added, you can then raise these expenses via the Dashboard > Manually record expense button. You can then select the Owner's funds account in the Paid from dropdown.

3. For salaries, you must enable the account code by heading to Settings > Account codes > Tick the Show in Purchases for the Salaries account. Once completed, you should be able to select this in the Account Code dropdown.

4. For business milage, please see: How to create mileage expense claims.

Tommy