How can I make a manual or journal entry?

To make a manual or journal entry in Cheqbook use the following steps.

  • Login to https://secure.cheqbook.com
  • Select the company you want to work with.
  • Click "New Transaction" button in the upper right of your dashboard.
  • Enter a "Date" (Required)
  • Enter a "Payee/Customer/Type" (Required) This is "General Journal" by default.
  • Enter a "Category" (Required)
  • Enter an "Amount" (Required)
  • Enter a "Memo" (Optional)
  • Enter an offsetting "Category" (Required)
  • Enter an offsetting "Amount" (Required)
  • Enter an offsetting "Memo" (Optional)
  • You can optionallly add more lines by clicking "Add Item"
  • Click "Save"

There is a second way to make manual entries with a given account using the steps below.

  • Login to https://secure.cheqbook.com
  • Select the company you want to work with.
  • Click on "Accounts" from the left navigation.
  • Click on the account you want to work with.
  • The bottom row of the register is empty row for create manual entries.
  • Enter a "Date" (Required)
  • Enter a "Check" (Optional)
  • Enter a "Payee/Customer/Type" (Required)
  • Enter a "Category" (Required)
  • Enter the Amount (Required)
  • Click "Add"
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