Hi - can I stop the bank import tool being used and input bank payment manually?

Question asked by Clara Le Vallee 10 years ago

Hi - I am new to Clearbooks and taking over an incomplete ledger. I do not want to use the import tool and would prefer to input bank transactions as they are generated, reconciling the bank monthly to statements.

Can I stop the bank import, and if so, how - and what is the best way to input bank payments - hopefully not through journal entries!

Any guidance appreciated.

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1 Reply

Hi Clara,

Thank you for writing on Community.

Yes, indeed, you can. You can both do single payments as well as manually create whole bank statements. to create a single payment, please go to Money > Manage Money and then select whether it is a money in or money out transaction. Once all the details are filled in, it will have to be explained like any other payment.

To create a whole statement from scratch, please go to Money > Import Tool and on the right hand side select the 'Re-create a bank statement by entering transactions' option.

I hope that this helps and gives you the options you require.

Many Thanks

Chris

Best answer
10 years ago

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