Audience

Professionals and beginners seeking a bookkeeping and accounting software solution

About Cheqbook

Cheqbook is fast and easy to pick up for business owners while having the pro features that accountants and bookkeepers need. We can save business owners two weeks a year through our patent-pending import and smart categorization. We designed Cheqbook to be as simple and easy to use as we could, but like all accounting software you do have a bit of work to do when you first set it up. Before you start you should connect to the online bank and credits cards that you’re going to sync. Especially if you haven’t connected in awhile to make sure you still have access. Add a company. For personal accounts go ahead and name it after yourself, like “John & Mary Smith”. We typically refer to a set of books as a company but it can just as easily be your personal finances. Sync your first bank account by selecting the bank and securely entering your login name and password for that financial institution. You may be prompted for security questions as Cheqbook establishes a connection.

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Pricing

Starting Price:
$9.90 per month

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5
More Reviews for Cheqbook Write a Review

Company Information

cheqbook.com
United States
cheqbook.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Webinars
Videos
Support
Phone Support
Online

Cheqbook Frequently Asked Questions

Q: What kinds of users and organization types does Cheqbook work with?
Cheqbook works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Cheqbook support in their product?
Cheqbook supports these languages: English.
Q: What kind of support options does Cheqbook offer?
Cheqbook offers support via phone support and online.
Q: What other applications or services does Cheqbook integrate with?
Cheqbook integrates with: PayPal, QuickBooks Online Advanced, and QuickBooks Online.
Q: What type of training does Cheqbook provide?
Cheqbook provides training in the form of documentation, webinars, and videos.
Q: How much does Cheqbook cost?
Pricing for Cheqbook starts at $9.90 per month.

Cheqbook Product Features

Bookkeeping

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
General Ledger Supported
Spend Management Supported
Tax Management Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Payroll Not Supported
Revenue Recognition Not Supported

Cheqbook Verified User Reviews

Write a Review
  • Eoin G.
    Owner/Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design 4 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "Easy to use accounting software for small businesses"

    5 out of 5 stars Posted 2020-06-17

    Pros: 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.

    Cons: 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.

    Overall: 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.)

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