Linked Accounts

Purpose:

View/Manage all your linked bank or credit  card accounts.

 

Explanation: 

Linked Accounts are bank or credit card accounts. You can select an account from the list to work on. You can also add a new account or a new linked account. that Cheqbook automatically retrieves data from.

 

Actions:

Add a New Account: Click "New Account" to create an account for a new client.

Add a New Linked Account: Click "New Linked Account" to add a new bank or credit card account to the list of linked accounts. 

Review Matched Transactions: Click "Matched Transactions" to match the manually loaded transactions with the bank downloaded transactions.  Allows you to view and reverse any mismatches.

Select a linked account to work on: Click "Open" to load data for that linked account.

Manage your Account: Click "Manage" to access details on your linked account.

  • Click on "Edit" to modify your account.
  • Click on "Upload" to save the modifications to your account.
  • Click on "Re-authenticate" to re-authenticate the your account with the financial institution after you make changes.
  • Click on "Revert Transactions" to return transaction to the bank returned data. Any modifications you have made to the transaction will be erased.
  • Click on "Delete" to delete a linked account.
  • Click on "New Term" to create a new Blacklisted term. 

 

Additional Resources:

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk