If you are using ClearBooks then we would be very happy to help you. We have our own conversion software which can download a Transactions CSV file from ClearBooks and transfer it to our in-house system. Once you have typed in a transaction on ClearBooks, all subsequent processing is electronic all the way through to the accounts which we prepare for you. If required, we could do your accounts at high speed. We can quote a fixed fee based upon our estimate of how long the accounts will take to prepare. If we can do the job at high speed, we are likely to be cheaper! Some Details ClearBooks can take bank feeds, which means that your bank reconciliation is always done automatically. Nothing should be omitted or double-counted. The cash account needs to be set up as if it were a second bank account. If you make a payment to Smith, then please enter “Smith” as the Description. If you are not sure what Account to use when you Explain the transaction, then General admin is OK. We will see this on our system as “Smith General admin” and we will look at the invoice and then decide how to code it for you. If you are using ClearBooks to send out invoices followed up with statements, then you might like to read our article on debt collection.