Cheqbook Description
Cheqbook is quick and easy to use for business owners. It also has the features that accountants and bookkeepers require. Our patent-pending import technology and smart categorization can save business owners up to two weeks per year. Cheqbook was designed to be as easy and simple as possible, but there are some things you need to do when setting it up. Before you can start, connect to your online bank and credit cards. Make sure to connect even if you haven’t connected in a while. Add a company. You can also name your personal accounts "John & Mary Smith" for personal accounts. While we usually refer to a set or books as a company, it could also be your personal finances. You can sync your first bank account by selecting the bank you wish to use and entering your login name, password, and financial institution. As Cheqbook establishes a connection, you may be asked security questions.
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Integrations
Company Details
Media
- Unlimited Calling, Faxing, SMS, Conferencing.
Product Details
Cheqbook Features and Options
Bookkeeping Software
Cheqbook User Reviews
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Summary: I've really enjoyed working with Cheqbook for the past 5 years. Support has been very responsive and while it's not the cheapest product, available, it's been quite dependable. We have a multi company license and actually use the software for our own personal accounting which is quite handy. I've helped several friends get setup with Cheqbook to help them manage their finances and we recommend Cheqbook to our clients (mostly small 1-2 provider offices.)
Positive: Cheqbook is not overly complicated, but very powerful when it comes to categorizing transactions. It uses your own history and "community" history to pre-categorize transactions to speed up the process. Our business does alot of "Split" transactions and Cheqbook excels at splits. We've used Quickbook desktop and web based software, Wave accounting, Mint and Tiller (as an avid google sheets user). Quickbooks was "too much" for our small business and having to buy their software every 2 years basically turned it into a subscription model software. You can also import transactions from a csv file into different accounts, one of my biggest beefs with other platforms was the inability to import.
Negative: While the reporting system is pretty robust, my biggest issue is the inability to do "Comparisons" to prior periods, you have to export and do your own comparisons. I'd also like to also see a budgeting module added.
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