Question asked by Frances Mackenzie 11 years ago
At present I am unable to full upload my bank cvs file. I think its a capability issue between bank and my computer (windows 8). How can I mark invoices (money in) and bills (money out) as paid.
Hi Frances
Just in case the upload can't be fixed to work, the "manual" way to pay off invoices & bills is to open each then use the "Quick Pay" specifying the date & bank account.
If you're not familiar with this then make sure "Quick Pay" is turned on in Settings>Toggle features>Invoicing & expenses, then list unpaid invoices (or bills) in the Sales (or Purchases) screen, select the invoice number (ID) of each one to be paid off and the Quick Pay entry area will appear bottom right of the screen.
Best answerHello Frances,
I would recommend editing the CSV formatted file as it will be quicker.
If you like, you can email us the file you have to contact support so we can see what is wrong with it.
Alternatively, you can use this guide which will help you enter the information from your banking but it will require you to enter the information manually.
http://www.clearbooks.co.uk/support/guides/bank-import-tool/re-create-a-bank-statement/
Hope that helps.
Vanish.
Hi Frances
Just in case the upload can't be fixed to work, the "manual" way to pay off invoices & bills is to open each then use the "Quick Pay" specifying the date & bank account.
If you're not familiar with this then make sure "Quick Pay" is turned on in Settings>Toggle features>Invoicing & expenses, then list unpaid invoices (or bills) in the Sales (or Purchases) screen, select the invoice number (ID) of each one to be paid off and the Quick Pay entry area will appear bottom right of the screen.
Best answerMany Thanks . That Great.
You must 