How can I make a manual or journal entry?

To make a manual or journal entry in Cheqbook use the following steps.

• Login to https://secure.cheqbook.com
• Select the company you want to work with.
• Click "New Transaction" button in the upper right of your dashboard.
• Enter a "Date" (Required)
• Enter a "Payee/Customer/Type" (Required) This is "General Journal" by default.
• Enter a "Category" (Required)
• Enter an "Amount" (Required)
• Enter a "Memo" (Optional)
• Enter an offsetting "Category" (Required)
• Enter an offsetting "Amount" (Required)
• Enter an offsetting "Memo" (Optional)
• You can optionallly add more lines by clicking "Add Item"
• Click "Save"

There is a second way to make manual entries with a given account using the steps below.

• Login to https://secure.cheqbook.com
• Select the company you want to work with.
• Click on "Accounts" from the left navigation.
• Click on the account you want to work with.
• The bottom row of the register is empty row for create manual entries.
• Enter a "Date" (Required)
• Enter a "Check" (Optional)
• Enter a "Payee/Customer/Type" (Required)
• Enter a "Category" (Required)
• Enter the Amount (Required)
• Click "Add"