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"
Comments
2 comments
Once a General Journal entry is added, how can I edit it ?
You can edit any transaction using the following steps.
http://help.cheqbook.com/entries/39737316-How-do-I-edit-a-transaction-
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