How can I add or edit accounts or categories in my Chart of Accounts?

Every company in Cheqbook comes with a standard Chart of Accounts or set of categories you can use to categorize your transactions. You can add additional accounts to your Chart of Accounts using the steps below. 

  • Login to http://secure.cheqbook.com
  • Select the company you want to work with.
  • From the dashboard, scroll down to the chart of accounts, and click "new account".
  • Enter a "Name".
  • Select the "Account Group" this new account should belong to. There is no way to add new account groups.
  • Click "Save"

To edit an account, use the following steps.

  • Login to http://secure.cheqbook.com
  • Select the company you want to work with.
  • From the dashboard, scroll down to view your "Chart of Accounts"
  • Click "Edit" next to the account you wish to change
  • Make any changes to the "Name" or "Account Group"
  • Click "Save"

To delete an account, use the following steps.

  • Login to http://secure.cheqbook.com
  • Select the company you want to work with.
  • From the dashboard, scroll down to view your "Chart of Accounts"
  • Click "Delete" next to the account you wish to delete.
  • Click "Confirm"

Please note that you cannot delete any of the accounts that are part of the standard chart.  Only your personalized accounts can be deleted, and only if they are unused (have no transactions posted to them).  

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2 Comments

  • 0
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    Andrew Pendleton

    Does deleting an account only delete it for the company currently open for users with multiple companies, or does it delete it for all companies on the user's account?

  • 0
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    Kirk Khasigian

    Does Cheqbook allow users to move a "standard" account into a new subgroup?  I prefer to group expenses into subgroups so I can view subtotals by subgroup, but form the Dashboard Chart of Accounts, it doesn't appear I can edit a "standard" account.  Thanks. 

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