How do I edit a transaction?

You can edit a transaction in Cheqbook using the following steps.

  • Login at https://secure.cheqbook.com
  • Select the company you want to work with
  • Click "Accounts"
  • Select the account of the transaction you want change. This can be either side of the transaction. For example, if you want to edit a transaction for $10.00 debited "Petty Cash" and crediting "Costs of Goods Sold". You can select either account to look for the transaction.
  • Search for the transaction by date or amount.
  • You can edit the transaction by clicking the fields you want to change and typing.
  • Click the colored icon or press return to save.
  • You can also click the more button to get more options to change.
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