Frequently Asked Questions (FAQ)
- How to recategorize all transactions for a Payee
- Fixing Check Print Alignment
- How to delete a company
- How can I cancel my subscription?
- Handling Deposits
- How to delete your Cheqbook User account
- How do I record a payment or transfer between linked accounts?
- Why is my Cheqbook balance different from my bank balance? What is a "plug"?
- Getting Started
- How to download a report as .XLS or .CSV
- How to accept online payment for invoices
- How to manage multiple businesses with one bank account without classes
- How to print a report
- How to Add a Unlinked Bank Account
- How to reauthenticate my Bank Account at Cheqbook
- How to share access to your company
- How to upload transactions
- Tips for Automatically Categorizing Sales Transactions
- How the Blue Categorization Engine Works (Mapping!)
- I don't see my latest transactions from my bank or credit card account.
- Troubleshooting issues connecting your bank account (level 1)
- How can I change the card used in my subscription or update my expiration date?
- Troubleshooting Performance Issues
- How to recommend a friend to Cheqbook and get a free month's service
- How to Add/Edit Accounts (unlinked)
- Matching Transactions and what the Green Circle Icon does
- Can I delete a transaction?
- What do those Check-Mark Symbols Mean?
- How to Rename a Transaction
- How to Add/Edit a Linked Bank Account