Purpose:

Change subscription settings and/or change the credit card for your account.

Explanation: 

You can choose one of the five monthly subscription options (listed below) for your account and as well as change the credit card on file.

Actions:

Change Credit Card: Click "Edit Credit Card Info" button to change your credit card information.

• First Name: Enter your first name and middle name or middle initial exactly as it appears on your credit card..
• Last Name: Enter your last name exactly as it appears on the credit card.
• Type: Select the credit card company from the drop down menu. Cheqbook accepts Visa, Mastercard, Discover, and American Express credit cards.
• Number: Enter the credit card number as it appears on the face of the credit card.
• CVV: Enter the 3 digit security number on the back of your credit card.
• Expiration Date: Enter the card's expiration date listed on the front of the card.
• Save: Click "Save" to save changes to your credit card information.

Change Subscription Plan: Select "Subscription" from the drop down menu. The 5 subscription plans are:

• Proprietor - 1 company 
• Entrepreneur - 5 companies
• Bookkeeper - 10 companies
• Accountant - 20 companies

Save: Click "Save Changes" to save the new subscription setting.

Note: we do have larger plans available, just ask with a support ticket.

Additional Resources: