How to start using Automatic bank feed

Thank you Juan!

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

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,

We use a service called Yodlee to import feeds into Clear Books, please see the guide below on how to get this set up.

http://www.clearbooks.co.uk/support/guides/integrations/how-to-set-up-yodlee/