Frequently Asked Questions (FAQ)
- How to track ZenPayroll payroll transactions in Cheqbook
- How to track Sure Payroll transactions in Cheqbook
- How can I navigate to the customer from an invoice page?
- How to import items
- How to import payees
- How to import customers
- How to create a statement
- How to accept online payments via Stripe
- How to accept online payments via Paypal
- How can I delete multiple transactions at a time?
- How can I add or edit accounts or categories in my Chart of Accounts?
- How can I upgrade or downgrade my subscription?
- How to blacklist bank terms from blue matching
- How can I find an accountant with Cheqbook?
- How can I make a manual or journal entry?
- How can I close or lock my books up to a certain date?
- How do I view a sample or demo company?
- How to view supporting documents
- How to add or attach, edit, or view receipts, documents, and other attachments to a transaction
- How to record cash or owner paid expenses?
- What is the difference between mostly personal and mostly business linked accounts?
- How do I add/edit my accountant/bookkeeper bio in the Pro Marketplace?
- How does the Professional Marketplace work?
- How do I reset my username or email address?
- How can I search all my accounts for a certain amount or payee?
- How to reset your password
- Why am I missing my LATEST transactions?
- How to delete a Linked Bank Account
- How to unsubscribe from Cheqbook emails
- How to print a list of all Payee transactions