How to add/edit/view receipts, documents, and other attachments to a transaction

You can add photos or scans of receipts or other support documents to any transaction in Cheqbook using the steps below.

  • Login to https://secure.cheqbook.com
  • Select the books you want to work with.
  • Click "Accounts" and select the account which contains the transaction to work with
  • Find the transaction you want to work with using the search/date navigation in the register
  • Click "More"
  • Click "More Options" and select "Attachments"
  • To upload a new attachment
    • Click "Choose File"
    • Select the file. NOTE: The file must be less than 5 MB
    • Click "Save Attachment"

  • To View/Download an attachment
    • Click the attachment name to view the transaction in a new tab. Depending on your browser, non-image formats such as pdf might download instead of display in the browser.
  • To Delete an attachment
    • Click the minus button to the right of the attachment

You can also search for document using the Documents page.

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