Clearbooks: Setup accounting integration

Please read the overview article before completing these steps: Clearbooks: Overview


Read and complete the steps below.

Before you start the integration it is important to link your nominal codes

Link nominal codes to Commusoft

Choosing your package
Read and complete the steps below.

  1. Click on the settings icon in the top right corner and click Company settings

  2. In the section labelled Integrations click Accounting interface

  3. You will see a page where you can select the accounting package. Click Clearbooks and click Choose package in the bottom right

  4. You will be redirected to Clearbooks and you may need to login, enter your Clearbooks credentials and click Login

  5. You will need to enter your Clearbooks API key and organisation name. You can get these from settings in Clearbooks. Click Next step and confirm the details are correct.

Completing setup and preferences
You will now be asked to complete setup and a series of preferences. Follow all the steps carefully, ensuring you read all information provided.

  1. You will be asked whether you would like to import your customers and suppliers from Clearbooks into Commusoft.

    Select Yes or No and click Next step

    If you do not have a value in the title field Commusoft will automatically place the first one in your list in system settings into this field.

    Commusoft are not responsible for the data that is taken from your accounting package. The system will take the data from your package and import it into Commusoft. e.g some accounting packages do not have Estate agents, they are shown as Company's, therefore they will be imported as Company's in Commusoft.

  2. Read the information and tick the box to confirm your selection, then click Next step

  3. You will be asked what date you would like the import to start from. 

    You can select the date you started using Commusoft, or you can select any date, today, past, or future.

    You may want to backdate your accounting integration to the beginning of the current quarter, or the beginning of your financial year,

    You may want to select the current date so that moving forward all accounting information will be synced,

    You may want to select a date in the future for the beginning of the next quarter or the next financial year.

    Select your choice and click Next step

  4. Read the information and tick the box to confirm your selection, then click Next step

  5. You can now select when you want Commusoft to send data to Clearbooks. You can select from Automatically (every two hours) or Manually (when you click the Send data button)

    Please note if you choose automatic, you can still manually sync Commusoft and Clearbooks by clicking the Send data button at any time you wish

    Select your choice and click Next step

  6. Read the information and tick the box to confirm your selection, then click Next step

  7. The accounting integration has now been setup and you will see this confirmation page. Read the information carefully and click Close.

  8. You will now see the accounting integration dashboard. 

    You will have some data in the waiting to be sent box. This means that data is ready to send to Clearbooks, you can click the Send data now button to send the data from Commusoft to Clearbooks
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