How to revert a transaction

When working with your transactions in Cheqbook, you may find that you want to revert any changes you have made to a transaction. You can use the steps below to revert a transaction back to it's original state we got it from the bank or credit card company.

  • Login to http://secure.cheqbook.com
  • Click "Dashboard"
  • Click "Manage" next to the bank account that has the transactions you want to revert
  • Click "Revert/Resubmit"
  • Search for the transaction(s) that need(s) to be reverted
  • Select the transaction(s) and click "Revert"
  • If you want to resubmit the data so that it will be categorized by your own business rules ('Blue Engine'), click on "Resubmit".
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