How can I close or lock my books up to a certain date?

Cheqbook allows you to close or lock your books up to a certain date to avoid making changes to old data using the following steps.

  • Login to http://secure.cheqbook.com
  • Select the company you want to work with.
  • Click the company name in the upper right to get the company menu. 
  • Click "Settings"
  • Click "Lock Books"
  • Enter a Closing Date. IMPORTANT:  Closing date should be more than 30 days ago to allow for potential updates from the bank.
  • Enter a password and password confirmation. IMPORTANT: This password cannot be reset. Make sure to save this password. You will need it to unlock the books. 
  • Click "Lock"

To unlock or open the books, us the following steps.

  • Login to http://secure.cheqbook.com
  • Select the company you want to work with.
  • Click the company name in the upper right to get the company menu. 
  • Click "Settings"
  • Click "Unlock Books"
  • Enter a password
  • Click "Unlock"
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