How to add or attach, edit, or view receipts, documents, and other attachments to a transaction

You can add photos or scans of receipts or other support documents to any transaction in Cheqbook using the steps below.

• Login to https://secure.cheqbook.com
• Select the books you want to work with.
• Click "Accounts" and select the account which contains the transaction to work with
• Find the transaction you want to work with using the search/date navigation in the register
• Click "More"
• Click "More Options" and select "Attachments"
• To upload a new attachment
• Click "Choose File"
• Select the file. NOTE: The file must be less than 5 MB

• Click "Save Attachment"

• To View/Download an attachment
• Click the attachment name to view the transaction in a new tab. Depending on your browser, non-image formats such as pdf might download instead of display in the browser.
• To Delete an attachment
• Click the minus button to the right of the attachment

You can also search for document using the Documents page.