Frequently Asked Questions (FAQ)
- How can I manually sync a linked account?
- How to update your credit card info
- Where can I review my billing history?
- Why don't my total transaction counts match the those for my linked accounts?
- I'm missing transactions in my linked account
- Why Cheqbook has one column for debits, credits, deposits, payments, yada, yada, yada.
- How can I create a split transaction?
- How to manage personal transactions
- How can change the memo field when printing checks?
- How to print 1099 reports for payees
- How to add or edit subaccounts
- How to create or edit account subgroups
- How to add/edit sales taxes
- How do I edit a transaction?
- How can I archive or un-archive a company?
- How can I add another company?
- How to print a check
- How to revert a transaction
- Can I link by loan or investment account?
- (Old) Why do I get duplicate transactions in linked bank accounts?
- How to edit a custom account in your Chart of Accounts
- Multiple Cardholders on a Single Credit Card Account
- How to convert an estimate to a invoice
- How do I view all transactions in all my linked accounts?
- How do I move my books from one trial or subscription to another?
- How to use Add-ons
- How to import data from Quickbooks
- "I need payroll, what do I do?"
- How to copy or reverse a transaction
- How can I upload or edit my logo?