How to start using Automatic bank feed

Question asked by Abu Said 7 years ago

Hi,

I wonder how or where do I start to use Automatic bank feed from Barclays to Clear Books?

Thanks

4 Replies

Hi John,

I followed the instruction how to set up Yodlee. However, when I get to money> import tool, I don't see Yodlee import option. By the way. I am a client of Steve Kettle accountant (CheapAccounting.co.uk) is this could be the reason? May be he does not use this option.

Hi Abu,

I apologise for this but Yodlee is not available to Clear Books Cashbook. This means you cannot enable an automatic bank feed for your account. You will have to do this manually using the import tool I'm afraid.

Kind regards,
Juan

Thank you Juan!

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