A: Hello, you are able to upgrade to a multi-company plan (with your lifetime license as a lifetime discount) to manage as many companies as you would like from a single log in. The LTD will only work for a single company.
Q: Possible Use in other countries? | Integration with WordPress?
Sorry to ask because the previous answers were not specific enough:
- CheqBook is "built for US businesses" - Does that mean it is impossible to use in any other country or to connect with non-US banks at all? Or are there just certain limitations in e.g. tax reporting to authorities which have to be done manually in other countries?
- Is there any integration with WordPress? Or would the only way be to export invoices from WP and bulk-import in CheqBook?
A: Hopefully this answer is complete enough but please reach out to support@cheqbook.com for any followup. https://help.cheqbook.com/hc/en-us/articles/223332607-Foreign-Currencies-and-Banks-International We do not integrate with WordPress but all transactions will show in Cheqbook once they hit your accounts. You can simply attach the invoices the same way you would attach a receipt. I encourage...
Thanks for your reply, Brianc! The link is helpful (I didn't search under "currencies" for an answer...). Will test according to the instructions provided.
Unfortunately, support was not responsive to my repeat questions for several days (#7243, #7246), which is why I was reaching out here. Luckily that worked better. These tickets can be closed now.
The link it two years old I don't understand why not at the minimum each account can have its own currency and for transfers an exchange rate can be set manually. Even for CAD and USD this would make sense let alone for the rest of the world. Is that not a priority at all for you?
Q: Why is it taking so long to link my banks?
I have fast internet but it took so long to connect to my bank the system timed out.
Moreover, i did not signup with a password but it asked me for one whenever i tried to login. It is frustrating to keep askng for the login link.
A: Sorry for the delay here. The first time you connect to a financial institution we make a special request to go back as far as possible in the records so it can take between 10-20 minutes to start syncing.
You get the choice to use a password or be passwordless with Cheqbook. You'll see on the login page that you can enter a password or request a login link. Hopefully that is helpful.
do we have the ability to see if invoice/estimate has been viewed? can customers esign for estimates? are there recurring payments? is there an app to process payments POS (assuming phone has a card reader) what do the transaction costs look like for accepting credit cards
A: Hello we do not attache read receipts to invoices which can cause them to find their way to spam. Recurring invoices are built in to Cheqbook. We do not offer esign or any payment processing.
Q: I have purchased 2 licences for 2 companies
I have purchased 2 licences for 2 companies, can i use the same login details or do i need to use 2 email addresses?
brianc
Dec 4, 2024A: Hello, you are able to upgrade to a multi-company plan (with your lifetime license as a lifetime discount) to manage as many companies as you would like from a single log in. The LTD will only work for a single company.
Share Cheqbook
Q: Possible Use in other countries? | Integration with WordPress?
Sorry to ask because the previous answers were not specific enough:
- CheqBook is "built for US businesses" - Does that mean it is impossible to use in any other country or to connect with non-US banks at all? Or are there just certain limitations in e.g. tax reporting to authorities which have to be done manually in other countries?
- Is there any integration with WordPress? Or would the only way be to export invoices from WP and bulk-import in CheqBook?
Thank you.
brianc
Oct 9, 2024A: Hopefully this answer is complete enough but please reach out to support@cheqbook.com for any followup. https://help.cheqbook.com/hc/en-us/articles/223332607-Foreign-Currencies-and-Banks-International
We do not integrate with WordPress but all transactions will show in Cheqbook once they hit your accounts. You can simply attach the invoices the same way you would attach a receipt.
I encourage...
Share Cheqbook
Thanks for your reply, Brianc!
The link is helpful (I didn't search under "currencies" for an answer...). Will test according to the instructions provided.
Unfortunately, support was not responsive to my repeat questions for several days (#7243, #7246), which is why I was reaching out here. Luckily that worked better. These tickets can be closed now.
Really curious now.
The link it two years old I don't understand why not at the minimum each account can have its own currency and for transfers an exchange rate can be set manually. Even for CAD and USD this would make sense let alone for the rest of the world. Is that not a priority at all for you?
Q: Why is it taking so long to link my banks?
I have fast internet but it took so long to connect to my bank the system timed out.
Moreover, i did not signup with a password but it asked me for one whenever i tried to login. It is frustrating to keep askng for the login link.
brianc
Sep 30, 2024A: Sorry for the delay here. The first time you connect to a financial institution we make a special request to go back as far as possible in the records so it can take between 10-20 minutes to start syncing.
You get the choice to use a password or be passwordless with Cheqbook. You'll see on the login page that you can enter a password or request a login link. Hopefully that is helpful.
Share Cheqbook
Q: Does 2 Codes equal 2 Businesses
Hi, Great platform. If I purchase 2 codes or 3, will I be able to manage 2 or 3 businesses from a single login?
brianc
Sep 24, 2024A: Hello, you will not but you can use your LTD as a lifetime coupon off the 5-company plan for as low as about $9 total.
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Verified purchaser
How do you do that?
Q: few questions
do we have the ability to see if invoice/estimate has been viewed?
can customers esign for estimates?
are there recurring payments?
is there an app to process payments POS (assuming phone has a card reader)
what do the transaction costs look like for accepting credit cards
brianc
Sep 24, 2024A: Hello we do not attache read receipts to invoices which can cause them to find their way to spam. Recurring invoices are built in to Cheqbook. We do not offer esign or any payment processing.
Share Cheqbook