Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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.

Description

Simultaneously, you have the option to purchase our Packgestion support package, which provides training for this software. We will conduct a presentation on how to utilize this tool via a remote connection. Packgestion is designed in an Excel format, and upon request, we can customize it to align with your company's specific activities, incorporating relevant data such as statistics, graphs, and analyses. This program's development in Excel format not only contributes to its attractive pricing but also enhances its adaptability to meet your company's needs and daily operations. By using Packgestion, you can save valuable time, as it eliminates the need for redundant data entry and minimizes potential errors. All files are interconnected, allowing you to maintain a comprehensive view of your business's status by entering your data just once, streamlining your processes even further. Additionally, the ease of use of Packgestion makes it a practical solution for businesses looking to improve their operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

PayPal Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Integrations

PayPal No 
QuickBooks Online No 
QuickBooks Online Advanced No 

Pricing Details

$9.90 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

cheqbook.com

Country

United States

Website

cheqbook.com

Vendor Details

Company Name

Infogestion

Founded

2006

Country

Switzerland

Website

en.infogestion.ch/software-billing-excel-infogestion/

Product Features

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition No 
Spend Management Yes 
Tax Management Yes 

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

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